Services Requested (check all that apply) *

Business EIN

Business Name *

Business Mailing Address *

Business Physical Address (if different from mailing address)

Contact Person/Position *

Business Phone *

Business Fax

Business Email

Business Website

Business Entity *

What is your industry? Describe the nature of your business? *

Date acquired or Started

Prior Returns were:

If professionally prepared, please include the name and number of previous CPA Firm

Last return year filed

Do you have any outstanding tax debts from prior years? *

Have you been audited by the IRS? *

Do you have business loans? *

Do you have, or expect to have, any employees who will receive form W-2 in the next 12 months? *

If yes, when will the first wages or annuities be paid?

Number of employees

Do you expect to pay less than $4000 in total wages during the next calendar year (Jan-Dec)?

Has New York registration for sales tax, use tax, and withholding tax been done? *

Has New York unemployment registration been done? *

Name *

Title *

SSN *

Date of Birth *

Address

Phone

Email *

% of Ownership *

Name

Title

SSN

Date of Birth

Address

Phone

Email

% of Ownership

How did you hear about us? (Check all that apply) *

What is your preferred method of communication? *

Tell us something unique about your business, your niche, or about yourself