New Client - Business Tax Preparation Intake Form

New Client Business Tax Preparation Intake Form

(Schedule C's - please complete the Individual Intake Form)
Company Name
Company EIN Number
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Entity Type
Starting Date of Company

MonthDayYear
Date
Date Incorporated

MonthDayYear
Accounting Type?
Number of Owner's/Partners
Business Address

Street Address

Street Address Line 2

CityState

Zip Code
Briefly explain what your business does
Banking Information
Bank Name
Checking or Savings
Bank Routing Number
Bank Account Number
If you owe, do you want to mail a check or pay by auto debit when efiling?
- Owner/Partner's Name
- Owner/Partner Percentage
- Social Security Number
- Date of Birth
  
  MonthDayYear
- Email
- Phone Number
- Title
- Responsible Party?
- Current Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Owner/Partner's Name
- Owner/Partner Percentage
- Social Security Number
- Date of Birth
  
  MonthDayYear
- Email
- Phone Number
- Title
- Responsible Party?
- Current Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Owner/Partner's Name
- Owner/Partner Percentage
- Social Security Number
- Date of Birth
  
  MonthDayYear
- Email
- Phone Number
- Title
- Responsible Party?
- Current Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Owner/Partner's Name
- Owner/Partner Percentage
- Social Security Number
- Date of Birth
  
  MonthDayYear
- Email
- Phone Number
- Title
- Responsible Party?
- Current Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Owner/Partner's Name
- Owner/Partner Percentage
- Social Security Number
- Date of Birth
  
  MonthDayYear
- Email
- Phone Number
- Title
- Responsible Party?
- Current Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Do you pay contractors?
- Do you issue 1099's if over $600?
- Additional comments/Notes to Preparer
- A deposit must be submitted with the form.
  
  Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. We will let you know if we need any additional information. If you have any questions please feel free to call, text or email. Thank you!
  
  Please allow up to 7 days for turnaround!
  
  Income Statements
  - Record of Total Sales
  - Profit and Loss Statements
  - 1099's Received
  Deductible Expenses
  - Provide all business expenses (Receipts - Excel Sheet - Profit and Loss)
  Rental Income and Expenses
  
  Copy of Previous Year's Tax Return
- Please upload all required documents
  
  Cancelof
- By acknowledging below:
  - I confirmed that all information I entered here is accurate and true.
  - I allow Alexander Accounting, LLC to capture my sensitive data like personal ID, government ID, and other information.
  - I understand that the total fee is based on the preparation of the tax return and final payment is due before efiling.
- Date Acknowledged
  
  MonthDayYear
- prevnext( X )
  
  Tax Preparation Deposit
  Fee will be applied to final invoice
  
  $200
  
  Subtotal
  
  $0.00
  
  Tax
  
  $0.00
  
  Total
  
  $0.00
- Payment Methods
  
  Fastlane Checkout
  
  Choose from one of the PayPal options to make your payment.
  
  Contact Info
  
  Payment Info
Should be Empty:

New Client Business Tax Preparation Intake Form

Banking Information

Payment Methods