Entity Client Questionnaire

Entity Client Questionnaire

Entity Questionnaire
Service Year(s) needed:

Other

Name

First NameMiddle NameLast NameSuffix
Social Security Number
Format: 000-00-0000.
Date of Birth

MonthDayYear
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Entity Name
Type of Entity
Employer Identification Number
Format: 00-0000000.
Decedent's Date of Death

MonthDayYear
Date of Formation

MonthDayYear
State of Formation
How many Members?
Is the Entity Still Open?
Date of Closing

MonthDayYear
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Is Entity Address the same as the Responsible Party Address?
Entity Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Do you want to Direct Deposit your refund(s)?

Comments
- I confirm that all information I entered here is accurate and true.
- I acknowledge I am requesting CFS Consult, and or Prepare tax returns using information provided by me.
- I acknowledge fees for services provided are due regardless of any calculated income tax refund/(liability).
- CFS may use this information to create a free SmartVault Document Sharing account.
By submitting this document you acknowledge and consent to the above.
Please verify that you are human
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