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.
Entity Type*

C CorpS CorpPartnershipNon Profit
Starting Date of Company*

MonthDayYear
Date
Date Incorporated*

MonthDayYear
Accounting Type?*

CashAccrual
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

CheckingSavings
Bank Routing Number
Bank Account Number
If you owe, do you want to mail a check or pay by auto debit when efiling?*

Auto DebitMail a Check

Acknowledgment/Document Upload
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 DepositFee 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

New Client Business Tax Preparation Intake Form