Business Tax Preparation Intake Form
An Angel's Touch Financial Services LLC
How did you hear about us?
Referred By:
Is this an Amended Return?
Yes
No
Name of Business
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Business Title
US Citizen
Yes
No
Social Security Number
Phone Number
Email
example@example.com
Mailing Address
Street Address
Street Address Line 2
City
State / Province Abbreviation
Zip Code
County
School District
School District City/Town
Required To Help Prevent Identity Theft: Driver's License Number
Issuing State
Issue Date
Expiration Date
Does Not Expire (State ID Only)
If Partnership - Complete Below:
Partner's Name
Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Occupation
Are you claiming yourself?
Answer Yes or No
Claimed by someone else?
Answer Yes or No
US Citizen
Yes
No
Partner's Social Security Number
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Required To Help Prevent Identity Theft: Partner's Driver's License Number
Issuing State
Issue Date
Expiration Date
Does Not Expire (State ID Only)
Do You Have Business Income and Expenses That Will Be Filed with This Tax Return?
Business Name
EIN #
Answer Yes or No
Business Entity
Sole Proprietor/LLC
S-Corp
C-Corp
Partnership
Non-Profit
Date of Incorporation
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
State of Incorporation
Would you like An Angel's Touch Financial Services LLC to discuss your return with the IRS if needed?
Yes
No
Did you make Estimated Quarterly Tax Payments?
Type "Yes" or "No"
Total Federal Payments Paid
Total State Payments Paid
Do you need additional state returns?
Yes
No
If so, which States?
Documents needed to complete your business tax return
Please check the items below that you are submitting
Type a question
Business Owner ID
Articles of Organization
IRS Letter w/ EIN #
Business Existence Letter
Business License
Tax Exempt Letter
ABL License
Tobacco License
Business Card/Flyer
Profit & Loss Statement
Schedule C Worksheet
Income & Expense Report
Mileage Report
Any other Business Doc.
Banking Information for Refund or Balance Due: (Optional)
Do you maintain a Business Banking Account separate from your Personal Account?
Yes
No
Use this account for:
Refund
Balance Due
Date the balance due should be withdrawn from your account
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Bank Name
What type of account is this?
Checking
Savings
Routing #
Account #
Year of Tax Return
Year of Tax Return
Taxpayer Signature
Spouse Signature
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Please verify that you are human
*
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