New Client - Business

Client Onboarding: Business Services

Please fill out the information below to the best of your ability. All entries are securely encrypted once submitted.
Please check here if you have previously submitted this form for another business entity.
Previous Form Submission Business Name:
Is there any information that is the same for this business as your previous submission? Check the appropriate boxes below for any information that is consistent between submissions.
If you are a member of RLR staff, please fill in your initials

Business Information
Preferred CPA
Enter CPA's first and last name. If you are unsure, please enter "none".
Business Name
DBA
Federal ID Number
Please choose business type:
If other, please enter type.
Number of owners?
Name

First NameLast Name
Name

First NameLast Name
Name

First NameLast Name
Name

First NameLast Name
Name

First NameLast Name
Owners' Full Names
Tax Return Delivery
Please enter a cellphone number to access your SafeSend Returns.
A valid cellphone must be used to access your return(s).Format: (000) 000-0000.

Please upload copies of your previous 2 years' tax returns and other supporting documentation. All uploads are secure.
You may upload your documents below, or upload them to our secure send portal. A link to our secure send portal is here, or you may upload via the portal on our website, at any time.

https://www.rlr.cpa/quick-send.php
Document Upload

You may upload any relevant files.
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Client Onboarding: Business Services