Business Tax Return Questionnaire

  • Business Tax Return Questionnaire

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    • Submitter Information 
    • Format: (000) 000-0000.
    • Bunsiness Information 
    • Did we file the tax return for this partnership last year?
    • Is this the first year of business for this business (no previous business tax return)?
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    • Is the address on the partnership's previous return still current?
    • Will this be the final tax return for this business?
    • Do you want us to assist with filing any yearly state reporting/​filing requirements for your entity?
    • Ownership Information 

    • Depending on your entity type, the term "owner" is referring to:

      • Partners, for Partnerships
      • Shareholders, for S-Corps
      • Shareholders, for C-Corps
      • Officers & Directors for Non-profit Organizations

    • If this is NOT the first return for this business, use the table below to enter only the information that has changed since the last return. You may leave the rest blank. 

      If this is your first return, please fill out the table below. 

    • Rows
    • Does the business have any foreign owners (foreign entities, or non-US citizens without a green card)?
    • Activities 
    • Did the business file any 1099-NEC forms (for payments over $600) this year?
    • Did the business receive over $250,000 in income this year, or have assets valued over $1 million?
    • Please select all forms of income the business received in 2024. (If you are unsure, go ahead and check the box so we can discuss it later.)
    • Select all items that apply to this business in 2024
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    • Audit & Identity Theft Protection (Highly Recommended 

    • $1 Million Tax Audit Defense

      Should you receive an audit or notice within three years from filing your federal return (four years for your state return), you can depend on up to $1,000,000 in resolution services at no extra cost to you. Simply notify us of any notice you receive, and you will be assisted by a team of specialists to ensure your matter is resolved. 

       

      Identity Theft Restoration

      If your identity is compromised, you will be provided with reliable and thorough identity theft restoration services. No matter how or where your identity is stolen, your team of experts stands ready to help you reclaim your identity with confidence. 

    • Would you like to add $1 Million Tax Audit Defense and Identity Theft Protection to your return?
    • Signature 

    • - I confirm that all information I entered here is accurate and true to the best of my knowledge.
      - I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.

    • Date:
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    • Should be Empty: