C-Corp Intake Form
Please use this form for C-Corporation Tax Returns
If our firm did not perform your bookkeeping, please provide the following items:
1) A two-year Income Statement comparison generated from your accounting software. 2) A two-year Balance Sheet comparison generated from your accounting software. 3) The IRS requires this information when business assets or income exceed $250,000. If you do not maintain a Balance Sheet, please report the total value of all company assets as of December 31. Important: Our firm does not review, audit, or verify the accuracy of your bookkeeping records.
BUSINESS INFORMATION
LEGAL BUSINESS NAME
*
YOUR NAME
*
EMAIL ADDRESS
*
PRIMARY PHONE
*
SECONDARY PHONE
*
Business Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
HAS FEDYSHYN CPA GROUP PREVIOUSLY FILED A TAX RETURN FOR THIS ENTITY?
*
YES
NO
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HOW MANY W-2s DID YOU FILE?
*
AT ANY TIME DURING THE YEAR, DID THE BUSINESS: SELL, EXCHANGE, OR OTHERWISE DISPOSE OF A DIGITAL ASSET (such as Bitcoin)?
*
YES
NO
DID YOU PAY INDEPENDENT CONTRACTORS MORE THAN $600 DURING THE YEAR?
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YES
NO
IF YOU PAID INDEPENDENT CONTRACTORS MORE THAN $600 DURING THE YEAR, DID YOU ISSUE THEM A 1099NEC? (required by IRS)
YES
NO
DID THE COMPANY PAY ANY DIVIDENDS (CASH OR PROPERTY) TO SHAREHOLDERS? ***If yes, please provide amounts with your tax documents.
*
YES
NO
IF YOU DID PAY ANY DIVIDENDS, DID THE COMPANY ISSUE A FORM 1099-DIV TO REPORT THE TAXABLE DIVIDENDS? (required by IRS)
YES
NO
ANY FOREIGN SHAREHOLDER'S OR DOES THE CORPORATION HAVE OWNERSHIP OR CONTROL OF ANY FOREIGN ASSETS? ***If yes, please provide details with your tax documents.
*
YES
NO
DID THE BUSINESS MAKE ANY QUARTERLY ESTIMATED PAYMENTS TO FEDERAL, NORTH CAROLINA OR OTHER STATE(S)? ***If yes, please provide amount(s), date(s) paid, confirmation number and last 4 digits of the bank account
*
YES
NO
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You selected that Fedyshyn CPA Group has not previously filed a tax return for this C-Corporation. If this is incorrect, please go back and adjust your response. If correct, please complete the following section to provide the necessary information. If previously filed, please provide a copy of your last year's tax return. Make sure the tax return is not data masked and show's the EIN and SSN's. Please also make sure it includes your depreciation scheduled.
Have your previously filed a tax return for this entity?
*
YES - I have previously filed a return for this entity and will provide Fedyshyn CPA Group with a copy. (Ensure the return shows the EIN and all SSNs unmasked and include the depreciation schedule.
NO - I have NOT previously filed a return for this entity and this is my first year filing.
EIN
*
Date of Incorporation
*
MM/DD/YYYY
State ID # (Secretary of State)
State of Incorporation
*
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SHAREHOLDER INFORMATION
WERE THERE ANY CHANGES TO OWNERSHIP? ***If yes, please provide detailed explanation of ownership changes including date(s) of change and percentages below.
*
YES
NO
DID ANY OF THE SHAREHOLDER'S INFORMATION CHANGE, SUCH AS ADDRESS? ***If yes, please provide partners name(s) and updated information below.
*
YES
NO
Use this space below to list any changes in ownership and/or mailing address.
Legal Name
Social Security #
Mailing Address
% of Ownership
Date of Change
1.
2.
3.
4.
5.
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Please provide Partners/Shareholders names and details below.
Legal Name
Social Security #
Mailing Address
% of Ownership
1.
2.
3.
4.
5.
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BANK ACCOUNT INFORMATION
C-CORPORATIONS MUST PAY ELECTRONICALLY IF THERE IS AN AMOUNT DUE. PLEASE PROVIDE YOUR PAYMENT INFORMATION BELOW FOR DIRECT DRAFT, OR YOU WILL NEED TO MAKE YOUR PAYMENT VIA EFTPS.
Type of Account (Checking or Savings):
Please Select
Checking
Savings
Routing Number:
Bank Account Number:
Reenter Bank Account Number:
***IF PROVIDING A VOIDED CHECK, PLEASE UPLOAD IT HERE.
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ADDITIONAL INFORMATION YOUR PREPARER SHOULD KNOW
BY SIGNING YOU ARE ACKNOWLEDGING THAT YOUCOMPLETED THIS FORM TO IT'S ENTIRETY AND PROVIDEDUS WITH COMPLETE DOCUMENTS TO FULLY PREPAREYOUR RETURN.
*
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