Corporate Client Tax Data Sheet
Please complete the form below to submit your business tax information. If you have any questions, please contact me by email at info@xtremefinancialgroup.com or by phone at (833) 689-4140. By entering your phone number, you are consenting to text communication from us about your account and services. Thank you and have a great day!
Who can we thank for referring you? (List their name)
Tax Year
*
2023
2022
2021
2020
2019
Other
Business Contact Name
*
First Name
Last Name
Business Contact Phone Number
*
-
Area Code
Phone Number
Business Contact Email
*
example@example.com
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Payment/Refund
(Checks will be sent via mail)
Select below the method that you prefer to receive your refund
*
Direct Deposit
Debit Card (Issued by us)
Check
Bank Name (Skip If You Prefer Your Refund Via Check)
Bank Account Number
Bank Routing Number
Account Type
Checking
Savings
Are you interested in applying for a cash advance? (Up to $6000)
*
Yes (bank fees apply)
No
Is this year your first year filing your taxes with Xtreme Financial Group?
*
Yes
No
What type of business you are filing?
Multi-member LLC or Partnership
Corporation or S-Corp
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Multi-Member LLC and Partnership Tax Returns
Please answer the following for your business
What is your business type?
*
Multi-Member LLC
Partnership
What is the legal name of your Multi-Member LLC/Partnership?
*
When was the business formed?
*
-
Month
-
Day
Year
Date
Employer ID Number
*
EIN
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Who are the members/partners, and what is their ownership percentage?
*
Have there been any changes in membership or partnership interests during the tax year?
*
Yes
No
If yes, please explain
Can you provide the profit and loss statement for the tax year?
*
Yes
No
Do you have a balance sheet for the tax year?
*
Yes
No
Please upload your Profit and Loss Statement and Balance Sheet
*
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Any notable changes in financial activities or significant transactions? If so, please explain.
*
What was the total revenue for the tax year?
*
Are there additional sources of income for the LLC/partnership? If so, please list them.
*
Were there any distributions made to members/partners? If so, please list name and amount.
*
What are the major expenses incurred during the tax year? Please list.
*
Any capital expenditures or changes in depreciation methods?
*
Yes
No
Are there any eligible tax deductions you are aware of?
*
Yes
No
If yes, please list
Were there any changes in state or federal tax laws affecting the business?
*
Yes
No
If yes, please explain
Have all required business taxes been paid throughout the year?
*
Yes
No
Have you prepared or received Schedule K-1 forms for each member/partner?
*
Yes
No
Any changes in profit or loss allocations compared to the previous year?
*
Yes
No
How many employees does the business have?
*
Are there any employee benefit plans or compensation arrangements?
*
Yes
No
If yes, please explain
Please provide previous year's business tax return
*
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Have there been any amendments or corrections to previous returns? If so, please explain
*
Future Plans
Are there any significant changes or expansions planned for the upcoming year?
*
Do you anticipate any shifts in the business that could impact taxes?
*
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Corporate Tax Returns
Please answer the following for your business
What is your business type?
*
C-Corporation
S-Corporation
What is the legal name of your business?
*
When was the business formed?
*
-
Month
-
Day
Year
Date
Employer ID Number
*
EIN
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Can you provide the profit and loss statement for the tax year?
*
Yes
No
Do you have a balance sheet for the tax year?
*
Yes
No
Please upload your Profit and Loss Statement and Balance Sheet
*
Browse Files
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Have there been any major financial changes or extraordinary transactions?
*
Yes
No
If yes, please explain
What was the total revenue for the tax year?
*
Are there any additional sources of income for the company? If so, please explain.
*
Have there been any changes in ownership or shares? If so, please explain.
*
What are the major expenses incurred during the tax year?
*
Have there been any significant capital expenditures?
*
Yes
No
If yes, please explain
Are there any eligible tax deductions you are aware of? If so, please list.
*
How many employees does the company have?
*
Are there any employee benefits or compensation arrangements to consider?
*
Yes
No
If yes, please explain
Have there been any changes in employment during the tax year?
*
Yes
No
Were there any issues or changes related to state or federal tax laws affecting your business?
*
Yes
No
If yes, please explain
Have all required business taxes been paid throughout the year?
*
Yes
No
Are there any tax credits or incentives the company may qualify for? If so, please list
*
Have there been any changes in the business that may impact eligibility for tax credits? If so, please explain
*
Please upload previous year's tax return
*
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Have there been any amendments or corrections to previous returns? If so, please explain.
*
Future Plans
Are there any significant changes or expansions planned for the upcoming year?
*
Do you anticipate any shifts in the business that could impact taxes?
*
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Additional Questions
In the event you are locked out of your account, what is your mother's maiden name?
*
Please verify that you are human
*
E- Signature Below
*
By filling out this form, you are giving us permission to prepare your business tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to call our office at (833) 226-1110 or email Info@xtremefinancialgroup.com
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