EmailMe Form - Business Tax Return Preparation Intake Form

EmailMeForm

CONTACT INFO
This section you will provide contact information for the business.
Company Name *
Industry *
EIN (Employee Identification Number) *
State TID Number
File Upload - Upload a copy of your EIN verification, Articles of Incorporation, and State TID if available

Add File
What type of business do you offer *
Provide Services
Sell Goods
Both
Primary Business Contact Name (1) *
First Last
Title/Position *
Primary Business Contact Name (2) *
First Last
Title/Position *
Business Address *

Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country / Region
Business Phone *
### - ### - ####
Email *
Fax *
Annual sales volume

Annual Sales Volume
Services
Please select the services that you are interested in. Check all that apply.
BUSINESS STRUCTURE INFO
A description of the section goes here.
Business Structure (Choose One) *
Sole Proprietor
Single Member LLC
Partnership
Personal Services Corporation
S Corp (Single Member)
S Corp
Corporation
Non-profit
Not-for-profit
What date was your business created?
Month, day, year
List the owners of the business and their title/role and percentage of ownership. *

Owner/Partner 1

Owner/Partner 2

Owner/Partner 3

Owner/Partner 4

If there is only 1 owner please put n/a in the other fields.

Example: John Doe, President, 50%
Do you pay the following? *
Employees (W2)
Contractors (1099)
None of the above
Calendar/ or Fiscal Year Starting month
Calendar year = January 1st
Calendar/ or Fiscal Year Ending month
Calendar year = December 31st
Taxes
Please fill out this section.
Are you current on your tax filings? *
Yes
No
Select the year(s) you need to prepare a tax return. *
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Do you have proof of income for your business? If so check the boxes below that apply *
Receipts
Invoices/Purchase Orders
1099-Miscellaneous
1099-K
Spreadsheet
Electronic bookkeeping system (Quickbooks, Wave, other)
Written down on paper
I do not have the proof of income available
Do you have proof of expenses for your business? If so check the boxes below that apply *
Receipts
Invoices/Purchase Orders
1099-Miscellaneous
Bank/Credit Card Statements
Other statements
I do not have proof
Do you have proof of mileage? *
Mileage Log
Journal
Other
None
Do you need assistance with gathering your docments for tax purposes *
Yes
No
SALES TAX
If you are required to pay sales tax (sell goods) please fill out this section
Do you report Sales Tax? *
Self prepare
Professional Tax Preparer/CPA/
Bookkeeping Service
I do not/have not processed sales tax for my business
N/A (service provider)
As of the date of this interview have you filed all sales tax for the past 12 months correctly and on time? *
Yes
No
Not sure
N/A
If you answered no list which agencies you owe. If you have received any notices for unresolved tax matters please upload them below.

Agencies include: IRS, State Department of Revenue...

Agency 1

Agency 2

Agency 3
File Upload - Upload copies of the notices your have received from agencies here

Add File
BOOKKEEPING
This section will inquire about your companies bookkeeping practices.
Do you currently use a bookkeeping system? *
Yes
No
Do you keep inventory? *
Yes
No
Not applicable (service provider)
If you answered yes to the above questions please check all that apply *
Electronic bookkeeping system (Quickbooks, Wave, other)
Excel Spreadsheets
Handwritten Journals
Professional Bookkeeping Service
I don't keep track of anything
If you use a electronic of professional bookkeeping service list it here.

Name of bookkeeping service
Payroll Management
How do you currently process payroll?
Self prepare by hand
Self prepare using online software
Outsource to a payroll service (ADP, Paychex...)
I don't process payroll
How many employees do you have? *
1-10
11-25
26-50
50-100
100-500
N/A
Do you you have hourly employees? *
Yes
No
Do you you have salaried employees? *
Yes
No
Banking Information
Do you have a business bank account? *
Yes
No
If you answered no would you like to set up a consultation to get a business banking account? *
Yes
No
Briefly describe any loans, leases, notes payable or mortgages.
General Engagement Letter For Tax Return Preparation

This is to inform you, the tax payer, of the services we will provide you, and the responsibilities you have for preparation of your tax return.
Tax Return Preparation

We will prepare your federal and state tax returns based on information you provide. Services for preparation of your return do not include auditing or verification of information provided. If you require the above mentioned it will result in additional fees.

Bookkeeping services provided will result in additional fees and require payment upfront or a payment arrangement with deposit prior to service commencing.

Tax consults to include: additional tax preparation outside of said preparation, tax planning, tax resolution, additional information requests by state agencies or any form of representation will require payment upfront and are not included with your tax preparation fees.

This engagement does not include any audit or examination of your books or records. In the event your return is audited, you will be responsible for verifying the items reported.

You must review the return carefully before signing to make sure the information is correct.

The tax preparation fee does not include receipts management. If we have to provide receipts management services additional fees will be assessed and required to be paid upfront.

The tax preparation fee does not include additional services you may elect.

Fees must be paid via refund transfer or if you are paying out of pocket for your tax return before it is delivered to you or filed for you. If you terminate this engagement before completion, you agree to pay a fee for work completed.

Failure to pay for services will result in further collection action plus any collection and legal fees.

Fees charged for tax return preparation do not include bank fees, audit representation or preparing materials to respond to correspondence from taxing authorities.

Preparation fees do cover limited assistance and consultation during the year. This limitation is 1 hour of consultation as it relates to tax returns prepared in our office. Any additional consultation will be charged based on the consultation fee for that particular service.

No additional consultations or service will be provided without payment.

Once we begin working on your account fees for tax preparation, consultancy or other services are non-refundable. No Exceptions. Our services are guaranteed and mistakes will be corrected.

Amended tax returns processed after your tax return has been filed require an additional fee of and will need to be paid up front prior to services rendered.

If you choose the refund transfer option to pay for your tax preparation fees you agree that if your return is offset or we do not receive payment for tax preparation services, for any reason, you are responsible for making the payment to us. If the above circumstances occur and you do not pay or confirm arrangements to pay further collection action will apply. You will be responsible for any additional fees incurred from the collection process.

The engagement to prepare your tax returns terminates upon the delivery of your completed returns and original documents to you. Please store your supporting documents and copies of your tax returns in a secure place for at least seven years.
Name
First Last
Signature

By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities and that you understand our responsibilities in services provided and explained above.
Clear
Date Time
MM / DD / YYYY
Privacy Policy. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. Please contact us with any questions regarding our privacy policy. I declare under penalty of perjury under the laws of the State Indiana that the foregoing is true and correct.

Initial Here

Owner/Partner 1
Owner/Partner 2
Owner/Partner 3
Owner/Partner 4

Agency 1
Agency 2
Agency 3

CONTACT INFO

Services

BUSINESS STRUCTURE INFO

Taxes

SALES TAX

BOOKKEEPING

Payroll Management

Banking Information

General Engagement Letter For Tax Return Preparation