New Business Set-Up Client Intake Form

New Business Set-Up Client Intake Form

Advantage Tax Inc
Contact Name*

Business TitleFirst NameMiddle Name or InitialLast NameSuffix
SSN*
Email*
example@example.com
Contact Phone Number*
Please enter a valid phone number.
Business Phone Number*
Please enter a valid phone number.
Contact Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Address (if different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Desired Business Name: blanks*
2nd Choice (if desired name is unavailable): blank*
Description of Business Activities*
Desired Business Entity Type (if unsure, don't worry...your Advantage Tax representative will explain the differences)*

Sole ProprietorshipLimited Liability Company (LLC)C CorporationS CorporationPartnershipLimited Liability Partnership (LLP)Non-ProfitUnsure
Date you started or will start conducting business:*

MonthDayYear
Date

Please list any other individuals or business entities with interest in your business:

	Name	SSN or EIN	Percentage of Ownership	Amount Invested
1
2
3
4

Will you be selling merchandise through an online platform?*

NoYesUnsure
Will you be conducting business outside of the state of FL?*

NoYesUnsure
Will you be conducting business outside of the United States?*

NoYesUnsure
Will you be selling alcohol or tobacco products?*

NoYesUnsure
Will you be maintaining an inventory?*

NoYesUnsure
Will you be claiming expenses for using your vehicle?*

NoYesUnsure
Will you need to be licensed and/or insured?

NoYesUnsure
Will you have employees other than yourself?*

NoYesUnsure
Please check if you plan to hire an employee from any of the following groups:

veteranex-felondisabled individualmember of a labor union
Will you need Worker's Comp Insurance?*

NoYesUnsure
Do you want to set up a retirement plan for yourself and/or your employees?

NoYesUnsure
Do you want to set up a health insurance plan for yourself and/or your employees?

NoYesUnsure
Do you want Advantage Tax to file your Annual Reports with the State of FL? (These are due between January 1st and May 31st / NOTE: The late fee is $400.00)*

NoYesUnsureN/A - I am not registering my business with the state of FLN/A - I am registering for a Ficticious Name only (Renewals are due every 5 years.)
Do you want Advantage Tax to file your Payroll Tax returns?*

NoYesUnsureN/A - I will to be a Sole Proprietor with no employees
Do you want Advantage Tax to file your Sales Tax returns?*

NoYesUnsureN/A - I will not be required to collect sales tax
Do you want Advantage Tax to file your Heavy Highway Use returns?*

NoYesUnsureN/A - I am not a semi-truck owner
Do you want Advantage Tax to file your Tip Income and Allocated Tip returns?*

NoYesUnsureN/A - I will not have tipped employees
Do you want Advantage Tax to provide bookkeeping services?*

NoYesUnsure
Additional Comments or Questions:

Click to view your Client Service Agreement
Thank you for choosing Advantage Tax Inc to assist you with your business formation. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will establish your business with the state of Florida and/or the IRS, as required by law. We will depend on you to provide the information we need accurately accomplish this. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover.

Should we encounter instances of unclear tax structure, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

Our fee is based on the time required at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation. All accounts not paid within thirty (30) days are subject to interest charges to the extent permitted by state law.

We will return your original records to you at the end of this engagement. Store these records, along with all supporting documents, in a secure location. We retain copies of your records and our work papers from your engagement for up to seven years, after which these documents will be destroyed.

Review all documents carefully before signing them. Our engagement to establish your business will conclude with the completion of the business formation, unless you request additional services.

Click to view your Client Service Agreement END

Click to view our Privacy Policy
Your privacy is important to us.

We collect nonpublic personal information about you and your business from various sources, including:

* Interviews regarding your situation

* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of employees, and other business-related data

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you and your business, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

Click to view our Privacy Policy END

Acknowledgment & Signature
I confirm that all information I entered here is accurate and true. I allow Advantage Tax Inc to capture my sensitive data, including personal id, government id, social security number (SSN), and other financial information. I have read the terms and conditions and privacy policy of Advantage Tax. By signing below, I acknowledge that I have read and understand my responsibilities in providing accurate information.
Date Signed*

MonthDayYear
Date
Business Contact Signature*

Clear
Should be Empty: