Business Tax Data Sheet

Fill out the form below to submit your 2023 tax information to me. If you have any questions prior to completing this form, do not hesitate to contact me by email [email protected] or by phone at (888) 532-0760. Thank you and have a great day!

First Name *

Last Name *

Phone *

Email *

Who referred you?

Business Name

Business EIN/ Tax ID Number?

Type of Business?

Business Address

Do you sell a product or Services? (Choice question)

Name(s) of Owner(s) and percentage of ownership Interest or shares, Socials, and Date of birth of Owner(s), address of each owner

Drivers License

Responsible party Name, address, phone number, email address, DOB, and Social

Date business formed

Number of months in Business This Year

Business Entity

Date S-Corp was approved, OR 2553 submitted?

Are you an employee of your business (w2/paystubs) ?

Date Incorporated

Accounting system used

Did you use part of your home for business? Yes or no if yes, explain how and the square footage

Did you buy or sell any business assets during the year? Yes or No If yes please explain

Did you hire any new Employees who may qualify for job credits?

Did you pay anyone who may need a 1099?

Do you have ownership in any foreign entity?

Do you have $250,000.00 or more in Assets or net profits

Have you completed your BOI(Beneficial Ownership Information) Reporting *

* upload all business documents "Articles, EIN, operating agreement, bylaws, profit and loss statement"

Referrals (who are other business owners like yourself who could use a firm like us? List at least 3 people name, email, and or phone numbers) Have a section that they can put that info in.

The IRS may ask you to provide receipts so please keep your receipts on file for at least 5 years. I certify that all statements are true to the best of my knowledge. I certify that I am not being forced or coerced in any way or form to report income falsely.

E-Signature Below *

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