IRS S-Corp / C-Corp Tax Intake Form

Part 1A: General client & contact information

Primary Contact Name(s) *

Client / TAX-ID

Street Address

City, State, ZIP Code

Primary Phone *

Work Phone

Primary Email

Used for secure portal communication.

Secondary Email

Preferred Communication Method

Phone Email Secure Portal

Part 1B: Mailing / billing contact (if different)

Primary Contact Name(s)

Client / TAX-ID

Street Address

City, State, ZIP Code

Primary Phone

Work Phone

Primary Email

Secondary Email

Preferred Communication Method

Phone Email Secure Portal

Part 2: Corporate entity information

Critical for IRS filing — please be precise.

Legal Corporate Name *

DBA / Trade Name (if any)

Business Address (if different from above)

Date of Incorporation

State of Incorporation

Federal Employer Identification Number (EIN) *

Corporate Entity Type *

S-Corporation C-Corporation

S-Corp election date (Form 2553 filing date):

Fiscal Year-End

If other than 12/31, please attach an explanation.

Principal Business Activity

Business Code (NAICS)

If known — we can locate this for you.

Accounting Method

Part 3: Ownership & officer details

Required for IRS identification.

Name of Officer / Shareholder	Social Security Number	Title (CEO, President, etc.)	% of Ownership	Mailing Address for K-1s (if different)

Number of Shares Authorized

Number of Shares Issued & Outstanding

Class(es) of Stock

Part 4: Financial & operational overview

Gross Receipts / Sales

Cost of Goods Sold

Attach supporting schedule.

Total Assets at Year-End

Number of Employees (W-2)

States in which you have Nexus / Payroll / Property

Business Goals & Key Challenges

Part 5: Tax preparation services requested

Please check all that apply.

Corporate Tax Return (Form 1120 / 1120-S) Preparation Bookkeeping & General Ledger Review Payroll Tax Return Preparation & Filing (940, 941, State) Sales & Use Tax Return Preparation & Filing Personal Property Tax Return Preparation Tax Planning & Advisory Services Financial Statement Preparation (Review / Compilation) Other:

Current Accounting Software

QuickBooks Xero Other: None

Part 6: Tax-specific questions

Needed to complete the IRS worksheets.

Compensation

Did any shareholder provide services to the corporation?

Yes No

List all officer compensation (W-2 wages)

Name

Amount

Name

Amount

Loans & distributions

Did the corporation distribute any dividends?

Yes No

If yes, please attach details.

Are there any shareholder loans to / from the corporation?

Yes No

If yes, attach loan agreements and terms.

Fixed assets & depreciation

Did you purchase, sell or dispose of any business assets (vehicles, equipment, property)?

Yes No

If yes, attach the fixed asset schedule and purchase / sale documents.

Deductions & expenses

Business use of home

Yes No

If yes, attach square footage and expense details.

Vehicle expenses

Standard Mileage Actual Expenses

Total business miles:

Travel, Meals & Entertainment Expenses

Attach summary.

Legal & Professional Fees

Meals & Entertainment (subject to 50% limit)

Other compliance

Were you engaged in any international transactions?

Yes No

Were you a beneficiary of a trust or estate?

Yes No

Did you pay any one individual (non-employee) $600 or more for services?

Yes No

For 1099-NEC filing.

Part 7: Document checklist

Please provide all applicable documents for an accurate and complete tax filing.

Prior Year’s Federal & State Tax Returns Profit & Loss (Income) Statement Balance Sheet as of Year-End Bank & Credit Card Statements (Year-End) Payroll Reports (W-2, W-3, 940, 941) Fixed Asset Purchase / Disposition Records Loan Statements & Agreements Detail of General & Administrative Expenses Inventory Summary (if applicable)

Signatures

Signature — Officer / Shareholder 1

Date

Signature — Officer / Shareholder 2

Date

IRS S-Corporation / C-Corporation Tax Intake Form

Draft controls

Part 1A: General client & contact information

Part 1B: Mailing / billing contact (if different)

Part 2: Corporate entity information

Part 3: Ownership & officer details

Part 4: Financial & operational overview

Part 5: Tax preparation services requested

Part 6: Tax-specific questions

Compensation

Loans & distributions

Fixed assets & depreciation

Deductions & expenses

Other compliance

Part 7: Document checklist

Signatures