Federal Tax ID: Intake Form

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Name*
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Email*
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Phone*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Information
Business Name*
Please include the full legal business name including punctuation and the entity suffix (LLC, Inc., etc.)
Business DBA ("Assumed Name")
The name the business goes by other than its legal name, if applicable.
Business Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
State of Incorporation/Organization*
Date of Formation*
Approximate date the business was incorporated or organized.
Date Format: MM slash DD slash YYYY
Your Business Title(s)
Examples: President, CEO, Director, Member, etc.
Responsible Party*
The responsible party controls, manages, or directs the applicant entity and the disposition of its funds and assets. The IRS describes it in greater detail here: https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Responsible-Parties-and-Nominees
The responsible party may be an individual, in which case we will need the individual’s full name and social security number. We will not use the responsible party's social security number for any other purpose and will keep it strictly confidential. The responsible party may be another business entity, in which case we will need the business’ name and EIN.
Responsible Party Tax ID*
The responsible party's SSN or EIN.
Employees Receiving W-2 Forms*
Do you have or expect to have any employees who will receive W-2 forms in the next year?
W-2 forms are Wage and Tax Statements issued by an employer to his or her employees showing taxes (federal income tax, Social Security, Medicare) deduced from their pay. The vast majority of businesses with employees must file W-2s. See an example of a W-2 here: http://www.irs.gov/pub/irs-pdf/fw2.pdf
- Yes
- No
Business Activieis*
General description of what the business does, or which industry it is in.
Additional Information
Please include any additional information you would like our attorneys to know.
Disclaimer*
Our attorneys may review the information you submit for the purposes described on this website. The use of this form for communication with our firm does not establish an attorney-client relationship. Our review of the information sent to us will not preclude us from representing any other client if confidential information is sent through this form.
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