• Dynasty Tax Professional — Business Client Intake

    Share your business details and the tax services you need so our team can review and follow up with next steps.

  • Contact Information

  • Format: (000) 000-0000.
  • Preferred Contact Method

  • Business Information

  • Are you a new or returning client?*
  • Business Legal Structure*
  • Federal Tax Filing Classification*
  • Note: Your business legal structure is separate from your federal tax filing classification. LLC does not automatically mean S corporation.

  • Service Needs

  • Which business services do you need?*

  • Records & Bookkeeping

  • What is the status of your business records?*
  • Which bookkeeping software do you use?*
  • Does your business have employees and/or independent contractors?*
  • Has a previous business tax return been filed?*
  • Please do not enter Social Security numbers, bank information, or other sensitive tax details here. Document collection will be arranged during onboarding.
  • Should be Empty: