WATS - Biz Intake DW

For Business Tax Returns:

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised.

This questionnaire has been divided into sections and may take you upto 30 minutes to complete. Organize all your tax documents and save yourself time when completing this form.

Are you a new or returning client? *

New Client

Returning Client

What year are you filing your taxes for? *

First Name *

Last Name *

Email *

Business Name *

Business Email

Business Phone

Business Address

Postal code

City *

State *

EIN

Ownership and Shareholder Information (For 1120/S and 1065)

List of Partners/Shareholders (Name, Ownership Percentage):

Did the corporation pay salaries to shareholders/officers? *

Yes

No

Provide W-2s and payroll reports.

Have there been any tax notices or audits related to previous returns? *

Yes

No

Do you have any specific concerns or questions regarding this year's return? *

Please provide copies of the following documents: Income Statement, Balance Sheet, Prior Tax Return, Supporting Docs for Income and Expenses *

Income Statement, Balance Sheet, Prior Tax Return, Supporting Docs for Income and Expenses

Written Agreement *

Partnership agreement, articles of incorp, etc.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE

Please sign indicating:

Information provided is true to best of my knowledge. I give permission to use information to process my tax return.

Signature *

Clear

At our company, our loyal customers are the driving force behind our growth. That's why we are offering $50 referral for every friend or family member you refer to us. If you know anyone who needs assistance preparing their taxes and maximizing their refund, please share their name and phone number with us. We kindly ask that you provide at least one referral to help us continue providing the best possible service.

Referral #1

Referral #2

Referral #3

Office:

Virtual - Book Your Appt Today!

Call

773-683-1389 Ext. 0

Email:

[email protected]

Copyright 2025 . All rights reserved