BUSINESS INTAKE FORM

Self Employed Definition:

An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor or consultant. He/she must report self-employment income on Schedule C or Form 1040.

Have you been assigned a OBA Tax and Consulting Services Tax Professional? *

Yes

Full Legal name *

Your Email

Employer Identification Number (IF applicable) or SSN: *

Business Name: *

Business Description:

Business Website

How Long Have you Owned Your Business? *

Business Social Media

How Do You Advertise or Market Your Business?:

Address of Business: *

Number of Employees (IF applicable):

What Type of Records Do You Keep?:

Do you have any documents to substantiate your business (formation documents, bills in company name, etc)? *

Is your business registered with the Secretary of State? *

The IRS may ask you to provide receipts so please keep your receipts on file for at least 5 YEARS. I certify that all statements are true to the best of my knowledge. I certify that I am not being forced or coerced in any way or form to report income falsely.

Taxpayer Signature: *

Clear

Date: *