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Business Tax Intake Form

Business Tax Intake Form

Please 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.

Information About Your Business
Location & State Business Formed In
How 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.

Business 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.
Business Physical Address
Business 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.
Business Mailing Address
State and Local Tax Information
Identifying legal challenges helps ensure accurate reporting, proper disclosure, & the ability to address potential liabilities before they escalate.
Changes in a business’s ownership or structure can significantly affect its tax obligation obligations, legal requirements, and financial reporting.
Document 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.