Business Information Form Business Name*Tax IDType 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 SSNPrimary Owner DOB* Month Day Year Phone #1*Phone #2This field is hidden when viewing the formWork PhoneThis field is hidden when viewing the formFaxEmail* Secondary Owner Check this box if your business has a Secondary Owner Secondary Owner Name First Last Secondary Owner SSNSecondary Owner DOB Month Day Year Quickbooks Desktop or Online UsernameQuickbooks Desktop or Online PasswordWhat 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?
