New Client - Business Tax Preparation Intake Form

New Client Business Tax Preparation Intake Form

(Schedule C's - please complete the Individual Intake Form)
Company Name*
Company EIN Number*
Entity Type*

C CorpS CorpPartnershipNon Profit
Starting date of company*

MonthDayYear
Date
Date Incorporated*

MonthDayYear
Date
Accounting Type*

CashAccrual
Number of Owner's/Partner's *
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please briefly explain what your company does
Banking Information
Bank Name
Checking or Savings

CheckingSavings
Bank Account Number
Bank Routing Number

Acknowledgment
Payment must be submitted with the form

We will let you know if we need any additional information
Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!

Income Statements
- Record of Total Sales
- 1099's Received
Deductible Expenses
- Provide all business expenses (Receipts - Excel Sheet - P&L)
Rental Income and Expenses

Copy of Previous Year's Tax Return
Please upload all required documents*

Cancelof
By acknowledging below:
- I confirmed that all information I entered here is accurate and true.
- I allow Alexander Accounting, LLC to capture my sensitive data like personal id, government id, and other information.
- I understand that the total fee is based on the preparation of the tax return and final payment is due before efiling (unless deducting from refund).
Date Acknowledged*

MonthDayYear
Date

Tax Preparation DepositFee will be applied to final invoice

$100.00

Subtotal

$0.00

Tax

$0.00

Total

$0.00

New Client Business Tax Preparation Intake Form