Agent Name *

First Name

Last Name

Business Phone *

Date of birth *

Business Email *

What is the legal structure of your business? *

What is your business name? *

What is your business EIN (Employer Identification Number)? *

What is your business address? *

Do you have bookkeeping or financial statements available? (Profit & Loss, Balance Sheet)?

What was your total gross income/revenue for the year?

What accounting method do you use? *

What tax year are we filing for? *

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