Business Tax - New Client Form

Business Tax - New Client Form
- Business Name
  Legal Name
- Contact Name
- Contact Title
- Contact Phone Number
- Website
- Contact Email Address
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Please provide a brief description about your business including the products or services the business provides
- What services are you interested in learning more about?
  
  Other
- Tax Identification Number/EIN
- What date was your business/entity established/incorporated?
- What is the tax year end of the business?
- How does the business keep its books and records. Does the business currently complete it's bookkeeping and finances in-house or rather work with an external service provider, please explain.
- Is your business on the cash or accrual method of accounting for the purposes of filing your tax returns?
- Is your business on the cash or accrual method of accounting for book purposes?
- Please upload to your SmartVault Portal copies of the last two years busienss tax returns as filed with the taxing authorities and copies of the P&L and Balance Sheet that tie to the filed tax returns.
- Business Type
- If an S Corp, when was the S-Corp election filed?
- Please list the names of all Shareholders, Members or Partners that currently own an interest in the business and the percentage they hold.
- What State(s) is your business or entity registered in?
- Do you make sales subject to sales tax that you file sales & use tax returns for. If yes, please explain what states you file in and who prepares and files the returns
- Please list all the current Officers and Members of the Board of Directors, including name and title.
- Is your business currently operating at a physical location?
- Please list the cities and states of the business locations.
- Does the business have employees?
- If yes, how is your payroll currently processed?
- What states do you make sales or operate in?
- Does the business make sales or operate internationally?
- Does the business have any outstanding tax returns, other than the one for the most recent year.
- Please list out the returns outstanding and the reason why they were not filed.
- Are you currently under audit by a taxing authority or have you been audited in the past three years
- Please provide any additional comments that you think we may find helpful.
- By signing below, you acknowledge and confirm that all information you entered here is true and correct. You also permit Tax Time Services Inc. to capture and collect the information you entered in this form.
- Date Signed
  
  MonthDayYear
  Date
- Business Contact Signature
- Should be Empty: