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Business Name
Physical Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Mailing Address (if different)
Street Address
City
State / Province / Region
ZIP / Postal Code
Contact Person, Position
Business Phone
Cell
Business Fax
Email
Preferred Method of Contact
Best Time to Reach
Principal Business Activity
Principal Product or Service
Federal Tax ID (EIN)
Number of Employees
Year business started
Annual Revenues
Accounting software used
Business Structure
Sole Proprietorship
Partnership
Corporation
Non-Profit
S-Corporation
Other
Which one?
Name(s) of owner(s), partner(s), or proprietor(s)
Name
Title
Ownership (%)
Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Phone
Email
Name
Title
Ownership (%)
Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Phone
Email
Name
Title
Ownership (%)
Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Phone
Email
Services Requested
Tax Return Preparation
Tax Planning
Accounting & Bookkeeping
Payroll Services
Payroll Tax Preparation
State B&O & Sales Tax
Bill Pay Services
General Consulting
Other
Wich one?
Client Information Needed (if applicable)
Prior Year Tax Return(s)
Depreciation Schedule(s)
Accounting Software Access
Bank Account Information
EFTPS Access
Payroll Account Information
Dept of Rev (DOR) Access
Sec. Acc. WA (SAW) Access
Idaho TAP Access
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