Client Information Form
Steven Brewer & Company, CPA's
Individual Information
Name
First Name
Last 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.
Email
example@example.com
Company Information
Company 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.
Email
example@example.com
How is your business organized?
LLC
Corporation
Partnership
Sole Proprietorship
What tax form did your business file last year?
Schedule C
Form 1065
Form 1120S
Form 1120
How long have you been in business?
Do you have any back tax issues we should know about?
Yes
No
If YES, brief description:
Services interested in:
Please select all that apply
Individual Tax:
Current Year Preparation
Prior Year/s Preparation
Tax Planning & Estimate
If Prior Year/s Preparation, which years?
Business Tax:
Current Year Preparation
Prior Year/s Preparation
If Prior Year/s Preparation, which years?
Individual Packages:
Package 1
Package 2
Package 3
Business Packages:
Compliance
Advisory 1
Advisory 2
Other:
Live Payroll Processing
Billing Invoicing &/or Payment Processing
Bill Management
New Business Package
Loan Application Package
Tax Estimate Calculation
Payroll Information
Do you have employees/payroll processing?
Yes
No
How many employees do you have (including yourself)?
How frequently do you pay?
Weekly
Bi-Weekly
Semi Monthly
Monthly
Do you work in multiple states?
Yes
No
Would you want us to process any payments to subcontractors for you using our direct pay system?Type a question
Yes
No
If Yes, how many subcontractors do you have to pay?
Do you have any back-payroll tax issues we should know about?
Yes
No
If Yes, brief description.
Bookkeeping
How many bank accounts do you have for the business?
Do you have a PayPal account you use for the business?
How many credit cards do you use for the business?
Would you like us to pay your bills for you?
Yes
No
Tax Return:
Are your tax returns filings up to date?
Yes
No
List states you file tax returns in.
Do you have any local tax returns to file?
Yes
No
If Yes, how many?
Submit
Should be Empty: