Intake Form | Bennett Hall, LLC

Business Information

* indicates a required field.

*Business Legal Name:

Business DBA (if any):

*Owner Name:

*Business Legal Address:

*Business Mailing Address:
Same as Legal.

*Business Physical Address
Same as Legal.

*Which address should we use for official forms such as 1099s?   Legal
  Mailing
  Physical

*Business Phone (XXX-XXX-XXXX):

Business Fax:

Business Website:

*Type of Entity:   C-Corporation
  Non Profit / Gov
  Partnership
  S-Corporation
  Single Member LLC
  Sole Proprietor
  Unknown

*Tax ID Type   EIN (XX-XXXXXXX)
  SSN (XXX-XX-XXXX)
  I Don't Have One

*Federal Tax ID:

*Tax Return Filing Basis: Cash
Accrual

*Point of Contact Name:

*Point of Contact Phone (XXX-XXX-XXXX):

*Point of Contact Email:

Alt Point of Contact Name:

Alt Point of Contact Phone (XXX-XXX-XXXX):

Alt Point of Contact Email:

*Are you working with a CPA? Yes
No

Additional Information Not Listed Above (if any):

I agree to inform BH Bookkeepers regarding any changes to the above information.