(i) Business Name: ________________________________________________ |
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Main business address (address where business is conducted from): |
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| (i)
______________________________________________________ |
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______________________________________________________ |
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| Business activity (what do you do?): |
_________________ |
| In
what State is your main business operations?: |
_________________ |
| How many physical business locations do you have?: |
_________________ |
| Do you have a current business license or registration? |
_________________ |
| Did you solicit or conduct business within any other
State?: |
_________________ |
| Address
of all physical locations: |
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| i ______________________________________________________________ |
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| ii ______________________________________________________________ |
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| iii ______________________________________________________________ |
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| In
what State is your main business operations?: |
_________________ |
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| Do you sell by mail order or over the internet?: |
_________________ |
| Do you collect sales tax? |
_________________ |
| Are you required to collect sales tax? |
_________________ |
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| (a)
Did you keep accurate
bookkeeping entries and records for the period or year? |
_________________ |
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| (b)
If yes
please provide your bookkeeping information including income |
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| and expenditure
totals... then skip to (i) |
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| (c)
If no,
go to questions (d
through u) |
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| (d ) Copies or original bank statements with
canceled checks for the period or year |
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| (e ) Copies or original credit card statements
used for business during the period or year |
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| (f ) Copies or original of all receipt for
business expenses (e.g. gas, supplies, etc.) |
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| (g ) Copies or originals of sales invoices,
sales tickets or a sales record for the period or year |
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| (h ) If you do not
have (g), provide an estimate or
record of your total sales for the period or year |
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| (i ) Bring or submit every IRS or
State tax notices received during the year |
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| (j ) Names,
address, and USA Social sec. or Tax id# of owner, stockholders,
partners and ownership %. |
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| Name
| Address
| Social Security or Tax ID No
| % ownership | |
___________ |
________________________________ |
________________________ |___________|
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| ___________ | ________________________________ |
________________________ |___________|
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| ___________ | ________________________________ |
________________________ |___________|
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| (k ) Entity type (Corporation, LLC,
LLP, Sole
Proprietorship, General Partnership): |
_________________ |
| (l ) If LLC, did you make an IRS
election to be taxed as a corporation?: |
_________________ |
| (m) If Corporation, did you make
an IRS election to be taxed as an S-Corporation?: |
_________________ |
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| (n )
Copies or original of previous year and quarterly tax returns already
filed with IRS and State |
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| (o ) Did you pay wages
or salaries to employees during the period or year?: |
_________________ |
| (p ) If yes, did you file
federal 940, 941 & State payroll tax returns ?: |
_________________ |
| (q ) If no to question (p), would you like us to
prepare the payroll tax returns ?: |
_________________ |
| (r ) Did you
prepare any 1099-Misc for the tax year?: |
_________________ |
| (s ) Would you like us
to prepare your 1099-Misc forms?: |
_________________ |
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| (t )
Did you purchase or sell a business during the tax year?: |
_________________ |
| (u ) Do you have workman's compensation insurance for your
employees?: |
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| Please list any other information you would like us to
know about your business: |
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| ______________________________________________________________________ |
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| ______________________________________________________________________ |
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| ______________________________________________________________________ |
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Tax or accounting period refers to monthly,
quarterly or semi-annual periods.
Year or yearly refers to the calendar or
fiscal year period. |
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| If you
need assistance or have any questions, please do not hesitate to call
or send us an electronic message |
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