Business Tax Intake Form Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Business Tax Intake FormPlease complete this form with as much detail as possible to help us accurately file your business income taxes. If you have any questions while completing this form, please don't hesitate to contact our office. Permit you Contact Today's DateSelect the Type of Business Taxes *Income TaxSelf-Employment TaxPayroll TaxSales and Use TaxExcise TaxFranchise TaxProperty TaxEstimated Tax PaymentsBusiness Owner First Name *Business Owner Last Name *Date of Birth *Social Security Number *As part of the process for preparing and filing your federal tax return, we want to remind you that providing Social Security Numbers (SSNs) is required by the IRS.Point of Contact Phone Number *Point of Contact Fax Number Point of Contact Email Address *Business Partner Information (If Applicable)Business Partner First NameBusiness Partner Last Name Date of Birth Social Security NumberAs part of the process for preparing and filing your federal tax return, we want to remind you that providing Social Security Numbers (SSNs) is required by the IRS.Point of Contact Phone Number Point of Contact Fax Number Point of Contact Email Address Information About Your BusinessBusiness Name *DBA | Doing Business As NameDate of Business Formation *Employer Identification Number (EIN)Location & State Business Formed In *Address Line 1Address Line 2City--- Select state ---AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeHow is your business incorporated?Quick Tip: Use your state’s Secretary of State website to verify your company’s legal structure (e.g., LLC, Corporation). This is often done by searching your business name or requesting an official document (e.g., Articles of Organization or Certificate of Formation), which confirms exactly how your business is set up.How is a business structure? *Sole ProprietorshipPartnershipLimited Liability Company (LLC)Corporation (C Corp)S Corporation (S Corp)Nonprofit OrganizationCooperative (Co-op)None of the Above / DBABusiness Physical Address – Skip this section if the location and state where your business was formed is the same as your business's physical address.Skip this section if the location and state where your business was formed is the same as your business’s physical address.Check here if your business PHYSICAL ADDRESS is the same as above.Address is same as above"Skip address field below"Business Physical AddressAddress Line 1Address Line 2City--- Select state ---AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeBusiness Mailing Address - Skip this section if the mailing if your mailing address is the same as your physical address.Check here if your business MAILING ADDRESS is the same as above.Address is same as above"Skip address field below"Business Mailing Address Address Line 1Address Line 2City--- Select state ---AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeState and Local Tax InformationComptroller Taxpayer NumberSales and Use Tax Permit NumberTobacco, Alcohol, and Fuel Tax ID NumbersFranchise Tax NumberUnemployment Tax IDResale Certificate NumberChanges in a business’s ownership or structure can significantly affect its tax obligation obligations, legal requirements, and financial reporting.Did the business change ownership or structure during the year? *YesNo Identifying legal challenges helps ensure accurate reporting, proper disclosure, & the ability to address potential liabilities before they escalate.Are there any pending legal issues affecting the business? *YesNoDocument Submission Message!!!!!Ensure you have your documents ready in one of the following formats: Scanned Copy, JPEG, or PDF format for upload. If any documents are missing, a member of our team will notify you promptly to assist in completing the submission process.File Upload - Items you can attached here: - Prior year's tax return - 1099 forms (if applicable) - Financial statements (Profit & Loss, Balance Sheet) - Receipts for major purchases - Loan statements (if applicable) Click or drag a file to this area to upload. File Upload - Items you can attached here: - Prior year's tax return - 1099 forms (if applicable) - Financial statements (Profit & Loss, Balance Sheet) - Receipts for major purchases - Loan statements (if applicable) Click or drag a file to this area to upload. File Upload - Items you can attached here: - Prior year's tax return - 1099 forms (if applicable) - Financial statements (Profit & Loss, Balance Sheet) - Receipts for major purchases - Loan statements (if applicable) Click or drag a file to this area to upload. File Upload - Items you can attached here: - Prior year's tax return - 1099 forms (if applicable) - Financial statements (Profit & Loss, Balance Sheet) - Receipts for major purchases - Loan statements (if applicable) Click or drag a file to this area to upload. Additional Documents Click or drag a file to this area to upload. Additional Documents Click or drag a file to this area to upload. Additional Documents Click or drag a file to this area to upload. Name of the Person Who Referred YouSubmit
