Tax Service Questionnaire                                            

Part A. Personal Information

Name Title

Mailing Address

City, State, Zip Country  

Telephone No.    Fax No.  

Email Address

Date of Birth   Social Security No. 

If you will not be signing the tax return Name and Title of Officer who will Sign

Do you need a nominee to sign? Yes No

Part B - Complete this section “only” if you do not have a Social Security Number

Passport Country    Number  

Title Dated

Part C - Information on Corporation or LLC

Name of Company    Year Incorporated

If company address other than ours, indicate address in Delaware

Address

City, State, Zip

FEIN Principal Activity of Business     

Have you ever filed a return before with the IRS? Yes  

Check One For Corporation: Will you be filing as a "C” Corp.   “S” Corp.

Check One For LLC: Note:  A single member LLC cannot file as a Partnership

Will you be filing as a "C” Corp.   “S” Corp.  or Partnership

Part D. Financial Information 

Date Bank Account Opened Starting Capital as of Jan 1, 2007

Balance as of December 31, 2007

Total Receipts for Year 2007

Complete Expenses Where Applicable  for Year 2007

Trial Balance Sheet

Description

Amount

Advertising

Automobile Expenses

Bank Service Charges

Banking Online Fee

Other Fees and Costs

Franchise Tax

Goods and Services

Loans and Exchanges

Insurance

Legal Services

Medical and Health Insurance

Miscellaneous

Office Supplies

Postage and Delivery

Professional Accounting Fees

Rent

Rentals

Repairs

Secretarial Services

Stationary and Printing

Telephone

Travel and Entertainment

Utilities

Add Additional Expenses Here 

Total Expenses in 2007

Total Deposits in 2007

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Check here. I have read the disclaimer. Disclaimer: You are responsible for making sure that all information submitted for the purpose of filing taxes are accurate to the best of your knowledge and belief and are suitable for such purpose and otherwise legally sufficient. This includes, without limitation, ensuring that the documents are properly dated, executed, and certified where appropriate. Global Corporate Services, Inc. reserves the right to retain any moneys it receives if there is positive evidence of fraud or any other material civil or criminal infractions by the applicant. Intentional falsifying or withholding of information may subject the applicant to prosecution under the laws of the State of Delaware and United States .I have not received personal counsel or tax advice from Global Corporate Services, Inc. I understand that Sandifer Tax Services, Inc will file the tax return.

click here to email us  tax@delawarecorp.us 

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