Business Tax Return Client Intake Form
1065 Partnership/1120 Corporation/1120S S Corporation
Business Name
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Industry & Principal Product/Service
*
Date Incorporated/State
*
Name and phone number for internal accountant/bookkeeper (n/a if none)
*
Internal Accountant/Bookkeeper Email
example@example.com
Partner/Shareholder Email
*
example@example.com
Partner/Shareholder Email (if more than one)
example@example.com
Current Bookkeeping Software
*
Please Select
QuickBooks Desktop
QuickBooks Online
Sage
Great Plains
Timberline
Other
Date of most recent financial statements or tax return filed
*
-
Month
-
Day
Year
Date
How many partners or shareholders does your company have?
Please Select
1
2
3
4
5
6
7
8
9
10
More than 10
Will any of the partners or shareholder also need personal tax return preparation?
Please Select
Ye4s
No
Do you manage or track inventory?
*
Please Select
Yes
No
How often do you (or your bookkeeper) perform bank/credit card reconciliations, review receivables and payables, and inventory balances (if applicable)?
*
Please Select
Monthly
Quarterly
Annually
Never
Do you have employees?
*
Please Select
Yes
No
Do you have subcontractors?
*
Please Select
Yes
No
Do you collect sales tax?
*
Please Select
Yes
No
If you collect sales tax, which states are you registered in?
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Nebraska
Nevada
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Do you have out of state sales?
*
Please Select
Yes
No
How do you track your books?
*
Please Select
Cash
Accrual
Unknown
How did you hear about our firm?
*
Please enter the text in the box below
*
Submit
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