Business Questionnaire – Collins Financial Services

Entity Questionnaire

* Must Answer

Tax Year(s) Needed *

Business Name *

Entity Type (Choose One) *

Employer Identification Number (no dashes) *

State Formed In *

Responsible Party First and Last Name *

Responsible Party SSN *

Telephone *

E-Mail *

Street Address *

City *

State *

Zip Code *

Comments

Submission acknowledges you are requesting CFS Consult, and or Prepare tax returns using information provided by you. You also acknowledge fees for services provided are due regardless of any calculated income tax refund/(liability).

CFS may use this information to create a free SmartVault Document Sharing account.

Method of Payment *

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