Business Information Form Business Name* Tax ID Type of Entity* C-Corp S-Corp Partnership LLC Non-Profit Sole Proprietor Mailing Address* Street Address City State / Province / Region ZIP / Postal Code Primary Owner Name* First Last Primary Owner SSN Primary Owner DOB* Month Day Year Phone #1*Phone #2HiddenWork PhoneHiddenFaxEmail* Secondary Owner Check this box if your business has a Secondary Owner Secondary Owner Name First Last Secondary Owner SSN Secondary Owner DOB Month Day Year Quickbooks Desktop or Online Username Quickbooks Desktop or Online Password What brings you to us?*TaxesBookkeepingFinancial AdviceIRS CorrespondencePayrollCorporation/LLC Set-upOtherOther: How did you hear about us?* Word of Mouth Facebook Website Other Who can we thank for your referral? How often would you like to hear from us? Weekly Monthly Quarterly Only with relevant updates What goals do you have for your business?
