Business Tax Intake Form

Weafers Tax Service

Business Tax Intake Form For Established Entities - Tax Year 2025

853 Lane Allen Rd., Lexington, KY 40504

Main Line: 859-281-1040 - Text Line: 859-286-4540 - Fax: 866-884-6296

Email: docs@weafertax.com
1. Business Profile
Legal Business Name (DBA, if applicable)*
Physical Address*
Business Address
Mailing Address (If different)
Business Mailing Address
Mobile Phone*
Main Business Phone
Email*
Best Business Email
Business Activity Industry*
Your Business's Industry
Date of Formation*

MonthDayYear
Date The Business Was Formed
Primary Contact Name AND Title*
2. Ownership/Members
Full Legal Name*
Member/Manager/Owner Information
Date of Birth*

MonthDayYear
Member/Owner Date of Birth
Social Security Number*
Member/Owner Date of SS#
Occupation*
Member/Owner Primary Occupation
Address*

Member/Owner Physical Address

Street Address Line 2

CityState

Postal / Zip Code
ZIP*
Member/Owner Physical Zip Code
Mobile Phone*
Member/Owner Telephone Number
Email*
Member/Owner Email Address
Ownership %*
Member/Owner Ownership Percentage
3. Tax Identification Numbers
Federal EIN*
Employer Identification Number (EIN)
Secretary of State*
Secretary Of State Account Number
LLET/CIT Account Number*
Departments Of Revenue Account Number
Local Occup License Account Number*
Local Occup. License Account Number
Withholding Tax Account Number
Payroll W/Holding Account Number (If applicable)
Sales Tax Account Number
Sales Tax Account Number (If applicable)
NAICS Code
Industry Code (Leave Blank If Unsure)
4. Business Structure
Business Structure:*

Sole ProprietorshipCorporationCooperative/Joint VentureSingle-Member LLCLLC/S-CorporationPartnership/Multi-Member LLC)Trust/Estate
5. Accounting & Services
Accounting Method:

CashAccural
Current Payroll Provider (If applicable)
Current Bookkeeping Software (If applicable)
Services Requested:*

PayrollBookkeepingSales TaxAccountingNew Business FormationBusiness Tax PreparationPersonal Tax PreparationAdvisory
Additional Notes/Comments
I certify that the information provided above is accurate and complete to the best of my knowledge.
Client Signature and Date*

Clear
Full Legal Name*
Please Type Full Name
Weafers Tax Service I Office (859) 281-1040 I Fax (866) 884-6296 I docs@weafertax.com
Should be Empty:

1. Business Profile

2. Ownership/Members

3. Tax Identification Numbers

4. Business Structure

5. Accounting & Services