Business Client Tax Data Sheet
Fill out the form below to submit your tax information to me. If you have any questions prior to completing this form, do not hesitate to contact me by email denise.murray@ubellc.net or by phone at (800) 672-1980. Thank you and have a great day!
NEW or Returning Client
New Client
Returning Client
If your a NEW CLIENT, How did you hear about us or who referred you?
Name of Business
*
What is the legal structure of your business?
*
Choose One
Sole Proprietor
Partnership
Corporation
LLC
Non-Profit
Haven't Filed It
EIN (Employer Identification Number)
*
State Business Registered
*
Date Business Started
*
-
Month
-
Day
Year
Date
Address of Business
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
S Election Effective Date
-
Month
-
Day
Year
Date
Principle Business Activity
Business Activity Code Number
Check all that apply
Final Return
Amended Return
Name Change
Address Change
Election Termination or Revocation
Superseded Return
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Shareholder 1 Full Name
First Name
Last Name
Shareholder Percentage of Stock Ownership
Date of Birth
*
/
Month
/
Day
Year
Date
Shareholder SSN
*
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Social Sec. Card & Driver's License
*
Choose File
Identification
Cancel
of
Shareholder 2 Full Name
First Name
Last Name
Shareholder Percentage of Stock Ownership
Date of Birth
*
/
Month
/
Day
Year
Date
Shareholder SSN
*
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Social Sec. Card & Driver's License
*
Choose File
Identification
Cancel
of
Back
Next
Upload photos of your W-2,1099, K1 and any other tax income documents
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
Upload
*
Choose Files
Cancel
of
Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return
Choose Files
Optional but STRONGLY recommended
Cancel
of
Do you owe from previous years?
Yes
No
I have not filed previous years
Please select the following years you are trying to file
2024
2023
2022
2021
2020
2019
2018
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Next
Business Details
Name of Business
Employer ID Number
EIN
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Amount of business taxes paid throughout the year?
Business Income
All income receive during the fiscal year
Total Income
Business Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Social media, Flyers, Business Cards, etc
Dues and Subscriptions
Annual Amount
Contract Labor
Person or Company you paid over $600
Insurance
(Other than health)
Interest
Mortgage, Loans, Credit Cards, etc.
Legal & Professional Services
Training, Conferences, Mentors, Lawyers, etc
Office Expenses
Software, postage, email, internet, and any operating expenses
Rent and Lease
Vehicles, Machinery, Equipment, Electronics, Accessories, etc
Repairs and Maintenance
Shipping/Postage
Supplies
Objects used to operate your business
Taxes and Licenses
Telephone
Utilities
Meals and Entertainment
Business Dining, Business Entertainment, and etc.
Travel
Airfare, Uber, Taxi, Lyft, Hotel, and etc
Auto Expenses
If you have multiple auto expenses, you can upload a spreadsheet including all information below for each vehichle
Upload spreadsheet for multiple Auto expenses
Browse Files
Cancel
of
Auto Year, Make and Model
Auto Purchase Price
Auto Mileage
Amount for the YEAR
Auto Gas/Fuel
Amount for the YEAR
Auto Repairs and Maintenance
Amount for the YEAR
Auto Parking Fees and Tolls
Amount for the YEAR
Auto Insurance
Amount for the YEAR
Auto Lease Payments
Amount for the YEAR
Auto Interest Expense
Amount for the YEAR
Auto Ad Valorem
Amount for the YEAR
Home Office Expenses
Square Foot Home Office Space
Square Foot of Entire Home
Assets
List the Item, Date Purchased, Purchase Price and Usage
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Attach any photos or documents that you want us to have on file.
Choose Files
Cancel
of
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Next
If Payment is Due to IRS
Select below the method that you prefer to pay the amount due
*
Direct Debit
Pay Online
Mail Check
Bank Name (Skip If You Prefer Your Refund Via Check)
*
Bank Account Number
*
Bank Routing Number
*
Account Type
*
Checking
Savings
Back
Next
E- Signature Below
*
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to call our office at (678)562-1549 or email ContactUs@CollinsFSG.com
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