Tax Preparation Business Intake Form

Business Intake Form

*For Businesses Only*. Please fill out this comprehensive form to assist us in preparing your taxes accurately and efficiently. All information provided will be kept confidential.
Tax Preparation Security Consent

Please read and consent to the secure collection of your personal data, including Social Security numbers, to ensure a smooth and safe tax preparation process.
What tax year are you filing?
Tax year (e.g, 2023, 2024)
Business Legal Name
As shown in Articles of Incorporation (Organization)
Do you use a DBA (Doing Business As / Fictitious Name)?
What is the registered DBA (Fictitious Name)?
What is the Business EIN (Tax ID)?
Employer Identification Number
Is this the first return filed for the business?
What is the Business Formation Type:
If you have an LLC (not classified as and S-Corp), is there more than one (1) partner?
Since you have an LLC of only 1 individual and is not classified as an S Corp, you must file you business information in form 1065. Thus, close the screen and file the "Individual Intake Form".

Should you have any question, please reach out to us at (407)378-3080 or WhatsApp at (787)955-9784.
In which state was the Business Incorporated or created?
State Name
Date of Incorporation

MonthDayYear
Date
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Email
example@example.com
Principal Business Activity (NAICS Code if known)
Did you file business taxes with us last year?
If yes, is there any changes in the partner's / stockholder's compared to last year's business taxes?
If no, upload a copy of your last year's Business Taxes.

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How many business partners / stockholders does the Business has?
How many business partners / stockholders does the Business has?
Name Partner / Stockholder #1

First NameLast Name
Percentage of ownership Partner / Stockholder #1
Provide percentage #
Address Partner / Stockholder #1

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Partner / Stockholder #1
example@example.com
Select the Date Partner / Stockholder #1 joined.

MonthDayYear
Date
Social Security Number Partner / Stockholder #1
Name Partner / Stockholder #2

First NameLast Name
Percentage of ownership Partner / Stockholder #2
Provide percentage #
Address Partner / Stockholder #2

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Partner / Stockholder #2
example@example.com
Select the Date Partner / Stockholder #2 joined.

MonthDayYear
Date
Social Security Number Partner / Stockholder #2
Name Partner / Stockholder #3

First NameLast Name
Percentage of ownership Partner / Stockholder #3
Provide percentage #
Address Partner / Stockholder #3

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Partner / Stockholder #3
example@example.com
Select the Date Partner / Stockholder #3 joined.

MonthDayYear
Date
Social Security Number Partner / Stockholder #3
Name Partner / Stockholder #4

First NameLast Name
Percentage of ownership Partner / Stockholder #4
Provide percentage #
Address Partner / Stockholder #4

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Partner / Stockholder #4
example@example.com
Select the Date Partner / Stockholder #4 joined.

MonthDayYear
Date
Social Security Number Partner / Stockholder #4
Is this the final return filed for the Business (Business Closing)?
Has the Business field and extension with someone other than Serrano Consulting Group, Inc ?
If yes, upload copy of the extension filed (Form 7004)

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Do you have a Profit & Loss for the Business?
Upload Profit & Loss

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Do you have a Balance Sheet for the Business?
Upload Balance Sheet

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Enter the Gross Receipts or Sales
Dollar Amount
Enter the Cost of Goods Sold
Dollar Amount
Type each expense by category with the total amount for the year next to it. (e.g Professional Services - $1,250). Click add row to insert another expense category.
Total Assets as of Year-End
Dollar Amount
Total Liabilities as of Year-End
Dollar Amount
Bank Account Balance at the Beginning of the Year
Dollar Amount
Bank Account Balance at Year-End
Dollar Amount
Business Loan Balances at the Beginning of the Year
Dollar Amount
Business Loan Balances as of Year-End
Dollar Amount
Inventory at the Beginning of the Year
Dollar Amount
Inventory as of Year-End
Dollar Amount
Did the business pay employees (W-2)?
Upload form W-3 or year end payroll report.

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Did the business pay contractors (1099)?
Upload forms 1099-NEC issued.

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Additional Notes or Comments

0/500
Do you authorize us to begin preparing your business return?
Name

First NameLast Name
Title
Date

MonthDayYear
Date
Signature
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Business Intake Form

Tax Preparation Security Consent