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.
  • - -
  • Annual Sales Volume
  • Services

    Please select the services that you are interested in. Check all that apply.

    A description of the section goes here.
  • Month, day, year
  • 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%
  • Calendar year = January 1st
  • Calendar year = December 31st
  • Taxes

    Please fill out this section.

    If you are required to pay sales tax (sell goods) please fill out this section
  • Agency 1
    Agency 2
    Agency 3

    This section will inquire about your companies bookkeeping practices.
  • Name of bookkeeping service
  • Payroll Management

  • Banking Information

  • 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.
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