Tax Software Intake Form

Legal Business Name / Social/ DOB

Address

Preferred Phone Number

Email Address

Business Address / Phone Number (Put virtual address if applicable)

3 Prefered Business Names ( Most wanted to least wanted)

Registered Agent Name, Address, Email, and Phone ( If me, just put URBEAM)

Entity Type

LLC-Disregarded Entity

S Corporation

C Corporation

Partnership

How do you prefer me and my team to communicate?

Phone

Text Message

Other:

Full Name

PTIN

Social Security Number

EFIN

Address and Phone #

Bank Routing Number

Bank AccountNumber

Email Address

BUSINESS NAME and EIN

Does your business have a Logo in PNG format?

BUSINESS ADDRESS AND BUSINESS PHONE NUMBER

How long have you been an EFIN holder?

How many bank products do you process last year? Which bank would you like to use this year?

By entering your name you are agreeing that the entries are true and accurare.

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