Business Tax Intake
Company Name
Legal Business Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is Billing Address same with the company address?
Yes
No
Billing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Structure
LLC, Inc, Sole Proprietor, Non Profit
EIN (Employer Identification Number)
Tax-Id
Principal Business Activity
When was Company Establish
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Accounting Method
(Cash/Accrual/Other)
Did you have employees?
Rows
Yes/No
How Many?
Have they been filed?
W2 Employees
1099 Contractors
Previous Year Taxes
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Business Registration
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Form W9
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Supporting Documents
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Annual Report
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Asset & Liability
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Primary Contact
First Name
Last Name
Title
Email
example@example.com
Owners and/or Board of Directors
Name filing this form
First Name
Last Name
Title
Role in the company
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Signature
Submit
Submit
Should be Empty: