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IRS S-Corporation / C-Corporation Tax Intake Form

Confidential & Proprietary

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:
Part 1B: 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:
Part 2: Corporate Entity Information (Critical for IRS Filing)
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-Corp Election Date: (Form 2553 filing date)
Fiscal Year-End:
(If other than 12/31, attach explanation)
Principal Business Activity:
Business Code (NAICS):
(If known)**I can locate this
Accounting Method:
Part 3: Ownership & Officer Details (Required for IRS Identification)
Name of Officer/Shareholder Social Security Number (SSN) 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:

Current Accounting Software:
Part 6: Tax-Specific Questions (To Complete IRS Worksheets)
Compensation:
Did any shareholder provide services to the corporation?
List all officer compensation (W-2 wages):
Name: Amount:
Name: Amount:
Loans & Distributions:
Did the corporation distribute any dividends?
(If yes, attach details)
Are there any shareholder loans to/from the corporation?
(If yes, attach loan agreements and terms)
Fixed Assets & Depreciation:
Did you purchase, sell, or dispose of any business assets (vehicles, equipment, property)?
(If yes, attach fixed asset schedule and purchase/sale documents)
Deductions & Expenses:
Business Use of Home:
(If yes, attach square footage and expense details)
Vehicle 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?
Were you a beneficiary of a trust or estate?
Did you pay any one individual (non-employee) $600 or more for services?
(For 1099-NEC filing)
Part 7: Document Checklist & Internal Use

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

Disclaimer: The information you provide will be used to prepare your tax returns. It is your responsibility to ensure that this information is accurate and complete. We will take due professional care in preparing your returns based on the information you supply.

For Office Use Only
Partner/Preparer:
Client ID:
Intake Date:
Year:
Engagement Letter:
Prior Year Return:

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