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Business Intake Form
Owner Information
Owner 1
Owner's Name
*
SSN
*
% of Ownership
*
Owner 2
Owner's Name
SSN
% of Ownership
Email Address
*
Business Details
Business Name
*
FIN / EIN
*
Address
*
City
*
State
*
Zip Code
*
Phone Number
*
Cell Number
Fax Number
Type of Business
*
Date Established
*
Business Structure
*
Corporation
S-Corp
LLC
Partnership
Sole Proprietorship
Corporation Date
Tax & Financial Information
Date Last Tax Return Filed
Sales History
First Year ($)
Second Year ($)
Third Year ($)
Current Year ($)
Accounting Period
*
Calendar Year
Fiscal Year
Fiscal Year Ending
Bank Information
Bank Name
Account Type
Account Number
Contact Person & Phone
Select...
Checking
Savings
+ Add Another Bank
Accounting & Payroll
Current Accounting Software
Payroll
*
Select...
Yes
No
Number of Employees
Payroll Numbers
State
County
City
Sales Tax Numbers
State
County
City
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