Business Tax Return Preparation Intake Form
This form is for established business entities seeking tax preparation services with Global Tax Service.
This section you will provide contact information for the business.
EIN (Employee Identification Number)
State TID Number
File Upload - Upload a copy of your EIN verification, Articles of Incorporation, and State TID if available
What type of business do you offer
Primary Business Contact Name (1)
Primary Business Contact Name (2)
Address Line 2
State / Province / Region
Postal / Zip Code
Antigua and Barbuda
Saint Kitts and Nevis
Saint Vincent and the Grenadines
Trinidad and Tobago
Bosnia and Herzegovina
United Arab Emirates
Papua New Guinea
Central African Republic
Democratic Republic of the Congo
Republic of the Congo
Sao Tome and Principe
United Republic of Tanzania
Country / Region
Annual sales volume
Annual Sales Volume
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)
Single Member LLC
Personal Services Corporation
S Corp (Single Member)
What date was your business created?
Month, day, year
List the owners of the business and their title/role and percentage of ownership.
If there is only 1 owner please put n/a in the other fields.
Example: John Doe, President, 50%
Do you pay the following?
None of the above
Calendar/ or Fiscal Year Starting month
Calendar year = January 1st
Calendar/ or Fiscal Year Ending month
Calendar year = December 31st
Please fill out this section.
Are you current on your tax filings?
Select the year(s) you need to prepare a tax return.
Do you have proof of income for your business? If so check the boxes below that apply
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
Bank/Credit Card Statements
I do not have proof
Do you have proof of mileage?
Do you need assistance with gathering your docments for tax purposes
If you are required to pay sales tax (sell goods) please fill out this section
Do you report Sales Tax?
Professional Tax Preparer/CPA/
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?
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...
File Upload - Upload copies of the notices your have received from agencies here
This section will inquire about your companies bookkeeping practices.
Do you currently use a bookkeeping system?
Do you keep inventory?
Not applicable (service provider)
If you answered yes to the above questions please check all that apply
Electronic bookkeeping system (Quickbooks, Wave, other)
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
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?
Do you you have hourly employees?
Do you you have salaried employees?
Do you have a business bank account?
If you answered no would you like to set up a consultation to get a business banking account?
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.
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.