SFS Software Intake Form

1

Your Full Name* This field is required.

First Name

Last Name

2

Business Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

3

Is your Business Mailing Address different from your Business Address?* This field is required.

Yes

No

4

Business Mailing Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

5

Is your Business Physical Address different from your Business Address?* This field is required.

Yes

No

6

Business Physical Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

7

Personal Phone Number* This field is required.

8

Personal Email* This field is required.

example@example.com

Email Verified

The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification

••••

9

Do you have a business phone number?* This field is required.

Yes

No

10

Business Phone Number* This field is required.

11

Date Of Birth* This field is required.

Date

12

SSN* This field is required.Enter numbers only! NO DASHES eg. 555555555

13

Do you have a PTIN?* This field is required.

Yes

No

14

PTIN* This field is required.Start with P eg. P01234567

15

Do you have an EFIN?* This field is required.

Yes

No

16

EFIN* This field is required.

17

Please Select Your Business Structure* This field is required.

Sole Proprietorship

Limited Liability Company

Corporation

S Corporation

18

Business Name* This field is required.

19

Business Email* This field is required.

example@example.com

Email Verified

The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification

••••

20

Do you have an EIN* This field is required.

Yes

No

21

Business EIN* This field is required.Numbers Only! No dashes.

22

Do you have a Business Bank Account* This field is required.

Yes

No

23

Business Bank Name* This field is required.

24

Business Bank Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

25

Business Bank Routing Number* This field is required.

26

Business Bank Account Number* This field is required.

27

Name On The Business Bank Account* This field is required.

First Name

Last Name

28

Choose The Bank You'd Like To Use* This field is required.

Refund Advantage

Santa Barbara

29

What's your mother's maiden Name?* This field is required.

Please type the answer to the security question in the box above. It will be used to set up the bank apps

30

Please upload:

Picture of Valid Driver's License Front & Back
IRS EFIN Letter
- or Screenshot(s) of the full IRS e-services EFIN Summary page (the whole page)
Logo picture
Your application will be processed once all the documents are received. We must receive all documents and verify all information before the application can be approved.

31

You can upload multiple files one at a time* This field is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

32

Send Us A Message?

33

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