Finops Tax Services Request

Welcome to FinOps Tax Services

We need to collect some essential information to provide you with an accurate and custom quote for your business tax needs. This includes details about your company’s registration, ownership structure, states of operation, and current business activities such as revenue and expenses.

The information you submit helps us understand your compliance obligations and ensure that all relevant federal and state tax requirements are addressed. Please complete each section carefully.

The Submitter's Name* This field is required.please enter your full legal name as on documents

First Name

Last Name

The Submitter's Email* This field is required.

example@example.com

Do you have the right to sign documents on behalf of the company?

YESNO

Enter the name of an officer or director who has signature rights* This field is required.

First Name

Last Name

Enter the officer/director email* This field is required.

example@example.com

What is your company's industry?* This field is required.

B2B SaaS

B2C SaaS

AI (Artificial Intelligence)

AR/VR (Augmented/Virtual Reality)

Biotech

Big Data

Blockchain & Web3

Cybersecurity

E-Commerce

EdTech (Educational Technology)

FinTech (Financial Technology)

FoodTech (Food Technology)

Gaming

IoT (Internet of Things)

Digital Health

Consumer Internet

Robotics

MarTech (Marketing/Advertising Technology)

Clean/ClimateTech (Clean/Climate Technology)

Enterprise Software

Outsourcing/Outstaffing

Non-profit

MilTech

Other

What is your company's website?

Please enter the legal name of your company* This field is required.please DO NOT use DBA

What is the ending date of the requested tax year return?* This field is required.Please enter the last day of the taxable year for which you request this return. For example, for calendar tax year companyes it should be December 31.

Date

Was your company registered or dissolved during the reportable year?* This field is required.Answer NO if youк company was active during еру whole reportable year.

YESNO

Please choose the relevant answer.* This field is required.

Registered

Dissolved

Please enter the date of registration* This field is required.

Date

Please enter the date of dissolution* This field is required.

Date

In which the US States does your company have registration(s)?* This field is required.Please choose all states.

Do you want us to file your Delaware Annual Report?* This field is required.

YESNO

Did your company have any operations during the reportable year? Including any activities.* This field is required.

YESNO

Does your company have non-US shareholder(s) with 25% or more shares?* This field is required.

YESNO

Did your company have any transactions involving cash, inventory, and assets with 25% or more non-US shareholders or related parties?* This field is required. Related parties include the shareholder, their close family members (such as spouse, children, parents, or siblings), and any businesses or entities they control or significantly influence. Click "Yes" if there are any transactions with these related parties. Click "No" if there are none.

YESNO

With how many related parties did your company have transactions?* This field is required.Please answer with the number of related parties and the nature of transactions.

Does your company own foreign entities and/or investments in foreign companies with over 10% control?* This field is required.

YESNO

How many non-US entites and/or investmens your company control?* This field is required.

Does your company own or manage bank accounts in non-US banks, including fintech?* This field is required.

YESNO

How many foreign bank accounts does your company own?* This field is required.

Why We Ask For Financial Statements

According to tax compliance regulations, you must provide a detailed Profit & Loss (Income Statement) and a reconciled Balance Sheet for tax return preparation.

These documents allow us to evaluate the scope of work and prepare a quote that accurately reflects your transaction volume, account structure, and compliance requirements.

Even estimated statements are helpful. The more complete your information is at this stage, the closer our quote will be to the final cost.

Options for Submitting Your Financial Information

If you already have an Income Statement and Balance Sheet, please upload them. Estimated or high-level versions are acceptable.

If you do not have the requested statements, we can prepare them for you. Our pricing is based on the number of transactions processed.

For companies with revenue or loss under $250,000:
You may provide your statements in a simple spreadsheet. Please use this format: Statement (P&L) & Balance Sheet Template.

For companies with revenue or loss over $250,000:
We will set up your financials in QuickBooks Online (QBO). The QBO subscription is paid directly by your company.

If you cannot provide this information yet, you may skip these steps and answer the remaining questions with as much detail as possible.

Do you have your financial statements fully prepared and ready for tax filings?* This field is required.We need your P&L and Balance Sheet prepared and reconciled for the tax preparation.

YESNO

Please upload your fully prepared P&Lxls, xlsx, csv only

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Please upload your fully prepared Balance Sheetxls, xlsx, csv only

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Do you need help with your company's statements preparation and/or review?* This field is required.

YESNO

Are you ready to provide all bank statements, including fintech and other information requested for statement preparation?* This field is required.

YESNO

Please explain why you cannot provide us with your bank statements * This field is required.

What is your company's annual revenue or loss for the year? Please enter the biggest number.* This field is required.Annual revenue is the total amount you earn during the reportable year before you subtract any expenses. Annual loss occurs when your business has more expenses than earnings during an accounting period For example, If your company had $100,000 in annual revenue and -$500,000 in annual loss, you click up to $500,000.

Now, tell us more about your expenses.* This field is required.Please choose ALL answers that fit your situation.

We have inventory

Worldwide operations, including branches

US payroll, including contractors

Investment into a property, assets, etc, in the US

Worldwide investments in property and assets

Non-US software and research development, including internal automation.

Operations with digital assets, including crypto, NFT, etc.

Interest expense

Global payroll, including global contractors

Other

Do you use accounting software?* This field is required.

YESNO

What accounting software do you use?* This field is required.

If you want to add any additional information about your company, please post it here.

Please verify that you are human* This field is required.

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Finops Tax Services Request