Business Tax Preparation Form

Please use the following form to securely submit your business tax information.

*Information and documents submitted via this form are encrypted prior to transmission.

Before starting, please have electronic copies of the following on hand:

Annual profit and loss statement;
Year-end balance sheet;
Detailed general ledger; and
Last year's income tax returns.

You can come back and complete your form later by clicking on the Save and Continue Later link at the bottom of the page. Make sure to enter your email when you Save and Continue Later to have the encrypted link sent to you.

Step 1 of 2

50%

Your name*
First Last
Email*
Business Details
Company name*
Business address*
Street Address Address Line 2 City State ZIP Code
Entity type*
Tax ID number*
State of formation*
Year of formation*
Ownership
Number of owners*
Owner #1
Name
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage ownership*
Tax ID*
Owner #2
Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage ownership
Tax ID
Owner #3
Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage ownership
Tax ID
Owner #4
Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage ownership
Tax ID
Owner #5
Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage ownership
Tax ID

Save and Continue Later

Make sure to enter your email when you Save and Continue Later to have the encrypted link sent to you.

Business Tax Questionnaire

Please use the following form to securely submit your business tax information.

Step 1 of 2

Business Details

Ownership

Owner #1

Owner #2

Owner #3

Owner #4

Owner #5