Business Tax Return

1
Company Name
Legal Name
DBA
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Number of Shareholders/Owners/Partners
1
2
3
4
5
5+
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Shareholders / Owner / Partner Info
Name
Address
Social Security or EIN
Percentage Ownership
4
Shareholders / Owner / Partner Info
Name
Address
Social Security or EIN
Percentage Ownership
5
Shareholders / Owner / Partner Info
Name
Address
Social Security or EIN
Percentage Ownership
6
Shareholders / Owner / Partner Info
Name
Address
Social Security or EIN
Percentage Ownership
7
Shareholders / Owner / Partner Info
Name
Address
Social Security or EIN
Percentage Ownership
8
Shareholders / Owner / Partner Info
Name
Address
Social Security or EIN
Percentage Ownership
9
Entity TypeTax Filing Entity Type
S-Corp - 1120S
C-Corp - 1120
LLC Partnership - 1065
Sole Proprietorship - Schedule C
Not For Profit - 990
Other
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EIN Proof - New Client OnlySS4 or Form 941 within 2 years that states the legal business name, address, and EIN.
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Prior Year Tax Return - New Client OnlyPlease upload a copy of your prior year tax returns
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Payroll ReportsIf applicable, upload tax year Payroll Detail, W-2's, and/or 1099's
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13
Bank and Credit card StatementsIf applicable, please upload all bank and credit card statements
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14
Financial StatementsPlease upload tax period Profit & Loss, Balance Sheet, and Asset List.
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OtherPlease any tax documents that may be related to your business. (i.e 1099-K, 1099-Misc, etc.)
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Notes
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Large
Normal
Small
Ok
Ok
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I, hereby certify and confirm that the information I am providing is true and accurate to the best of my knowledge. Furthermore, I understand that BSM Accounting Services is relying on the information provided to prepare my tax return. Should any of the information change or deviate from above, I will notify BSM Accounting Services immediately in writing. Doing so will most likely require BSM Accounting Services to file an amended return. I further understand that I am required to retain all documentation concerning the applicable expenses listed including but not limited to: canceled checks, invoices, receipts, and destination/mileage log.* This field is required.
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By agreeing, I am fully responsible for all fees incurred* This field is required.Please refer to engagement letter for billing details.
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Signature* This field is required.
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