Business Questionnaire

Business Name *

Tax Year(s) *

New Client *

Business Type *

Employer Identification Number *

State Formed In *

Responsible Party First Name *

Responsible Party Last Name *

Responsible Party SSN or EIN *

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 uses this information to create a free SmartVault Document Sharing account for you.

Method of Payment *

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