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Business Client Information SheetGeneral Client Information:Client Legal Name: ______________________________________________________Client Address: _________________________________________________________City, State, Zip:_________________________________________________________Local Phone:___________________Fax:_____________E-Mail:__________________Federal ID #:___________________ Web Site:________________________________Entity Type: ____________________Year End:________________________________Type of Business:_______________________________________________________Other Locations:________________________________________________________Incorporation Date (Provide Copy of Approval): _______________________________S Corporation Approval Date (Provide IRS Approval Letter):______________________Referral Source:_________________ # of Employees:___________ Union?_________Contact:________________________ Bookkeeper:____________________________Attourney:_______________________ Phone: ____________Fax:_________________Bank:__________________________Officer:________________Phone:____________Owners Names:______________________________ # of Shares:_________________Owners Names:______________________________ # of Shares:_________________Owners Names:______________________________ # of Shares:_________________Owners Names:______________________________ # of Shares:_________________Owners Names:______________________________ # of Shares:_________________Family Relationship Descriptions:_________________________________________________________________________________________________________________Related Parties or Businesses:_________________________________________________________________________________________________________________________________________________________________________________________Additional Accounting/Other Services Desired :Page 2 of 2Description of Service:YesNoEnter client source documents in our software.Balance Bank Accounts.Summarize sales activity.Other bookkeeping services.Prepare adjusting entries for financial statements.Prepare closing entries for client.Prepare bonding schedules.Prepare monthly financials.Prepare Quarterly/Semi-Annual financials.Prepare Annual financials.Prepare Business tax returns.Prepare Owners’ tax returns.Prepare live payroll.Prepare quarterly payroll returns.Prepare sales tax returns.Prepare personal property tax returns.Estate planning for owners.Business valuation for estate planning or buy/sell agreements.Financial planning for owners.Tax planning for entity.Tax planning for owners.Cash Flow Generator ProgramPension Plan returns or EstablishmentPersonal Financial statements.Budgets or forecasts.Accounting software consultation.Accounting software training.Upgrade reporting for future credit needs.Employee Benefit Plan SetupWeb Site DesignWeb Site HostingNetworkingComputer ConsultingOther:5187950208915167640021526516827502089151676400526415John W. Chain, CPA, APC ................
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