Intake Form for Non-Profits
Tax Year 2025
Did we prepare you taxes last year?
*
Please Select
Yes
No
EIN
*
Non-Profit Name
*
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Contact Information
Non-Profit Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Non-Profit Fax Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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New Client Questions
Non-Profit Website Address
Are you incorporated?
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Yes
No
What state are you incorporated?
Non-Profit Exemption Number
*
Example: 501(c)(3)
Date of Exemption Status
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-
Month
-
Day
Year
Date
Date Organized or Incorporated
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-
Month
-
Day
Year
Date
Are you any of the following religious entities?
*
Please Select
Church
Mosque
Synagogue
Not Applicable
Please describe the non-profit activity and include if you sell any products or services:
*
List your account method used?
*
Please Select
Cash
Accrual
Hybrid
Other
What type of Filing Year does the Non-Profit have?
*
Please Select
Calendar Year
Fiscal Year
What is the fiscal year?
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Returning Client Questions
Did any of the Officers, Directors, or Board Members change from the prior year?
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Yes
No
Did any of the Officers, Directors, or Board Members listed on the prior year return start receiving compensation this year?
*
Yes
No
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Next
Officers, Directors, & Board Members
How many Officers, Directors or Board Members do you have? (NOTE: Required to have a Treasurer and a Secretary as well as who ever is the Tax Matters Person that signs the tax return.) (NOTE: No need to list more than 5 people)
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1
2
3
4
5
Individual #1
Name
*
First Name
Last Name
Social Security Number
*
000-00-0000 Please use Hyphens
Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your title?
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you receive compensation?
*
Yes
No
Are you the Tax Matters individual? (Only one person is our contact for tax matters)
*
Yes
No
Are you the one that will be signing the return? (Only one person can be listed as signing the return, it can be the Tax Matters individual)
*
Yes
No
Individual #2
Name
*
First Name
Last Name
Social Security Number
*
000-00-0000 Please use Hyphens
Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your title?
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you receive compensation?
*
Yes
No
Are you the Tax Matters individual? (Only one person is our contact for tax matters)
*
Yes
No
Are you the one that will be signing the return? (Only one person can be listed as signing the return, it can be the Tax Matters individual)
*
Yes
No
Individual #3
Name
First Name
Last Name
Social Security Number
*
000-00-0000 Please use Hyphens
Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your title?
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you receive compensation?
*
Yes
No
Are you the Tax Matters individual? (Only one person is our contact for tax matters)
*
Yes
No
Are you the one that will be signing the return? (Only one person can be listed as signing the return, it can be the Tax Matters individual)
*
Yes
No
Individual #4
Name
*
First Name
Last Name
Social Security Number
*
000-00-0000 Please use Hyphens
Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your title?
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you receive compensation?
*
Yes
No
Are you the Tax Matters individual? (Only one person is our contact for tax matters)
*
Yes
No
Are you the one that will be signing the return? (Only one person can be listed as signing the return, it can be the Tax Matters individual)
*
Yes
No
Individual #5
Name
*
First Name
Last Name
Social Security Number
*
000-00-0000 Please use Hyphens
Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your title?
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you receive compensation?
*
Yes
No
Are you the Tax Matters individual? (Only one person is our contact for tax matters)
*
Yes
No
Are you the one that will be signing the return? (Only one person can be listed as signing the return, it can be the Tax Matters individual)
*
Yes
No
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Yearly Questionnaire
Did any Officer, Director, or Board Member not listed on this Intake receive compensation for this tax year?
*
Yes
No
Do you foreign bank accounts or foreign assets?
*
Yes
No
At any point in the year, did the Non-Profit exchange or sell any interest in any virtual currency? (example: Bitcoin)
*
Yes
No
Did the Non-Profit buy or sell any assets in the tax year?
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Yes
No
Are there any changes in your governing documents that you have not reported to the IRS?
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Yes
No
Is this a final return (meaning your Non-Profit was closed and out of business as of December 31, 2025)?
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Yes
No
Did you get any grants?
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Yes
No
Did you pay anyone, through the Non-Profit, more than $600 over the course of the year (Do not include employees you filed a W-2 on)?
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Yes
No
How many volunteers did you have during 2025?
*
Did any one person, organization, or entity give you organization $5,000 total of all contributions during 2025? (If yes, we need the name, address, and the total amount given during the tax year on a separate sheet of paper. We also need to know if it was a monetary or an in-kind gift.
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Yes
No
Did your organization engage in any lobbying activities in 2025?
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Yes
No
Did your organization engage in indirect political campaign activities on behalf of or in opposition to a candidate for public office?
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Yes
No
Were your 2024 booking/records audited by a CPA or did you use a CPA to get any audited financial statements for the tax year?
*
Yes
No
Was your main office, employees, & agents inside of the United States in 2025?
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Yes
No
Number of voting members of the governing body for 2025?
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Number of voting members that are independent for 2025?
*
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee in 2025?
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Yes
No
Did the organization contemporaneously document the meetings held or written actions undertaken during 2025 by the governing body?
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Yes
No
Does the organization have a conflict-of-interest policy?
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Yes
No
If yes, are officers and directs required to disclose interest that could cause conflicts?
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Yes
No
Is policy regularly monitored and enforced?
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Yes
No
Does the organization have a whistleblower policy?
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Yes
No
Does the organization have a written document retention and destruction policy?
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Yes
No
How is the 990 made available for public inspection?
*
Please Select
Non-Profit Website
Another Website
Upon Request
Other
If 990 is made available for public inspection by "other' means, explain below:
*
Submit
Should be Empty: