Please complete this form to help us understand your tax needs. All information is confidential.
Tax ID Types:
Social Security Number (SSN) – Used for Sole Proprietors and Single-Member LLCs taxed as disregarded entities. If you haven’t registered for an EIN, you likely use your SSN for tax purposes.
Employer Identification Number (EIN) – Required for Multi-Member LLCs, S Corporations, C Corporations, Partnerships, and Nonprofits. Single-Member LLCs that elect S-Corp or C-Corp taxation must also have an EIN.
Not Sure – We can help determine the correct tax ID for your business.
(No need to upload now, but please have these ready for tax filing.)
☑ Tax ID (SSN or EIN) – To correctly file your business taxes.
☑ Last year’s business tax return (if applicable) – Helps ensure accuracy and consistency.
☑ Profit & Loss Statement (or bank statements for income verification) – Needed to determine taxable income.
☑ Balance Sheet (if applicable) – If your business maintains one, it helps assess financial standing.
☑ List of business assets & depreciation schedule – Important for asset-based deductions.
☑ 1099 forms issued/received – Required if you work with contractors.
☑ Payroll records (if applicable) – Helps calculate payroll tax liabilities.
☑ Sales tax reports (if applicable) – Necessary if your business collects sales tax.
☑ Loan statements (if applicable) – Can impact tax deductions and expenses.
☑ Any IRS or state tax notices received – Ensures compliance and resolution of outstanding issues.
To participate in this program, you must be an NCFS Business Services client with a current Business Intake Form on file. Please make sure you have submitted the form HERE
