BUSINESS OWNER TAX & PAYROLL INTAKE FORM
Business Owner Information
First Name:
Last Name:
Email:
Telephone:
Company Information
Company Name:
Federal EIN:
Company Address:
City:
State:
Zip:
Employee Information
Total Number of Employees:
Please indicate the number of each:
W-4 Employees (W-2):
1099-MISC Contractors:
1099-NEC Contractors:
Payroll & Tax Filing Questionnaire
We charge $14.99 per employee to prepare required tax filing forms.
Do you need us to complete tax forms on your behalf?
Additional Payroll & Employee Questions
1. Do you currently run payroll?
2. How often are employees paid?
3. Do you use a payroll service provider?
4. Have all employees completed a current W-4 form?
7. Do you provide any of the following benefits?
Acknowledgment
I certify that the information provided above is true and accurate to the best of my knowledge.