Business Client Profile

Business Client Profile
Entity Name/Legal Name
Federal Tax Identification Number
Principal Place of Business
Street Address
Street Address Line 2
CityState
Zip Code
State of Organization
Type of Business Entity
If an LLC, how is the company taxed?
Contact
The information must belong to authorized contact person of the entity.
Name
First NameLast Name
Address
Street Address
Street Address Line 2
CityState
Zip Code
Work Phone Number
Format: (000) 000-0000.
Cell Phone Number
Format: (000) 000-0000.
Email
example@example.com
Company Ownership
Number of Partners/Owners
Partner #1
Name
First NameLast Name
Address
Street Address
Street Address Line 2
CityState
Zip Code
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Ownership Percentage
Partner #2
Name
First NameLast Name
Address
Street Address
Street Address Line 2
CityState
Zip Code
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Ownership Percentage
Partner #3
Name
First NameLast Name
Address
Street Address
Street Address Line 2
CityState
Zip Code
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Ownership Percentage
Partner #4
Name
First NameLast Name
Address
Street Address
Street Address Line 2
CityState
Zip Code
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Ownership Percentage
Payroll
Complete if your company has payroll
Do you have Payroll?
Employees?
Number of Employees
Contract Labor?
Payroll Deposit Schedule
Sales Tax Information
Do you file Sales Tax?
Sales Tax Account Number
Sales Tax Filing Frequency
Accounting Software & Method
Accounting Software Used
If using Quickbooks (Desktop), what version?
Ex: Pro 2019, Premier 2019, or Enterprise 2019
Accounting Method Used
Should be Empty:

Select theme:

Default
Blue
Red
Brown
Green
Black
Pink
Dark Blue
Purple