Entity Client Questionnaire

Entity Questionnaire
Service Year(s) needed:*

20212022202320242025Other

Responsible Party Information
Name*

First NameMiddle NameLast NameSuffix
Social Security Number*
Please enter a valid SSN
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Entity Information
Entity Name*
Type of Entity*

Sole ProprietorshipC-CorpS-CorpLLCPartnershipTrustEstate
Employer Identification Number*
Please enter a valid EIN
Date of Formation*

MonthDayYear
Date
State of Formation*
Phone Number*
Please enter a valid phone number.
Email
example@example.com
Is Entity Address the same as the Responsible Party Address?

YesNo
Entity Address*

Street Address

Street Address Line 2

CityState / Province

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

YesNo

Submit Form
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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