Hey there new client! Fill out this form and we’ll do our magic for your taxes & shit. General InfoLegal Name of Business DBA Main Contact (Legal Name) First Last Do You Have a Preferred Name? Yes No, I go by my legal name What Is Your Preferred Name?You can leave any of the fields blank if you need to. First Last Preferred Pronouns they/them she/her he/him not listed prefer to not disclose What Are Your Preferred Pronouns? Email PhoneWebsite Address Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Date of Birth MM DD YYYY Key ContactsPlease list your key employees/contacts we may need to talk to along with their contact information.Business InfoWhat does your business do?Have you formed an LLC or a Corporation? Yes No Date of Incorporation MM DD YYYY Business TypeSole-Proprietor (unincorporated)LLC/LLPLLC, Taxed as an S-CorpPartnershipS-CorpC-CorpEIN No EIN I do not have an EIN Partners/ShareholdersFull Legal NamePreferred NamePreferred PronounsDate of BirthPercentage of Ownership No Partners It’s just me, I have no business partners Current Accounting SoftwareXeroQuickBooks OnlineWaveNothing/Something ElseInvite [email protected] as an advisor with permission to manage users I have completed this Invite [email protected] as an accountant I have completed this What are you using? Do you want Countless to prepare your taxes? Yes No Not Sure Do you have a tax accountant? Yes No What is their name or the firm's name? Which Method of Accounting do you use? Cash Accrual Not Sure Payroll AccessAre you currently processing payroll? Yes No State(s) you have employees located Do you have a current payroll provider? Yes No Who is your current payroll provider?GustoADPPaychexQuickBooksSomething elseAdd [email protected] as accountant I have completed this Are you manually processing payroll yourself? Yes No Sales Tax AccessAre you currently liable for sales tax or do you anticipate being liable for sales tax in the future? Yes No Present State(s) of Filing? PhoneThis field is for validation purposes and should be left unchanged.
