Finops Tax Services Request

Welcome to FinOps Tax Services

We collect essential information to prepare an accurate, customized 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.

✅ Your answers help us estimate which tax forms are required, how many forms must be filed, and which federal and state compliance obligations apply to your business.

💾 You may save and continue this request at any time. Click the Save button at the end of any section to receive a link that allows you to return and complete the request later.

📌 Please complete each section carefully. The more complete and accurate your responses are, the more precise your quote will be and the smoother the tax preparation process will be.

Please enter the legal name of your company*

What is your company's website?

The Submitter's Name*

First NameLast Name

The Submitter's Email*

example@example.com

✍️ Authorized Officer Information

We ask for an officer with signature authority because this person is authorized to review and accept our quote on behalf of the company. This ensures that approvals are valid and allows us to proceed without delays once the scope and pricing are confirmed.

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*

First NameLast Name

Enter the officer/director email*

example@example.com

What is your company's industry?*

What is the ending date of the requested tax year return?*

Date

Was your company registered or dissolved during the reportable year?*

YesNo

Please choose the relevant answer.*

RegisteredDissolved

Please enter the date of registration*

Date

Please enter the date of dissolution*

Date

🧾 Tax Classification

Tax classification describes how the IRS treats your business for tax purposes. It determines which tax forms you must file and how income is reported and taxed. Tax classification is not the same as your legal entity type.

LLCs and tax classification: An LLC does not have its own tax classification. Instead, an LLC is taxed based on an election made with the IRS:

1

Single-member LLC: Typically taxed as a disregarded entity and reported on the owner’s tax return.

2

Multi-member LLC: Typically taxed as a partnership.

3

LLC tax election: An LLC may elect to be taxed as an S corporation or C corporation.

Because of this, “LLC” is not a tax classification and does not appear as an option on the list.

However, if this is the first tax year following the LLC’s registration, you may elect your tax classification. If you are unsure which option applies, select “Other” and contact us for additional consultation.

📌 Your current tax classification is shown on your IRS Notice of EIN Assignment or on your most recent tax return.

What is the tax classification of your company?*

In which the US States does your company have registration(s)?*

Do you want us to file your Delaware Annual Report?*

YesNo

Did your company have any operations during the reportable year? Including any activities.*

YesNo

Does your company have non-US shareholder(s) with 25% or more shares?*

YesNo

Did your company have any transactions involving cash, inventory, and assets with 25% or more non-US shareholders or related parties?*

YesNo

With how many related parties did your company have transactions?*

Does your company own non-US entities, including branches, and/or investments in non-US companies with over 10% control?*

YesNo

How many non-US entites and/or investmens your company control?*

Does your company own or manage bank accounts in non-US banks, including fintech?*

YesNo

How many foreign bank accounts does your company own?*

Welcome to FinOps Tax Services

✍️ Authorized Officer Information

🧾 Tax Classification

📊 Why We Ask for Financial Statements

📂 Options for Submitting Your Financial Information

💰 Revenue / Gross Receipts