New Business Questionnaire If you are looking to set up a new business OR you have a business that you wish to set up for bookkeeping, payroll, or other business services, please fill out this form. Personal Information Name:*First & Middle InitialLast Home Address:* Street Address City State Zip Code Social Security or ITIN Number:* Date of Birth:* Personal Phone:* Area Code - Phone Number Personal E-mail:* Have you already set up your business?*YesNo Please select the business type:*Sole-ProprietorshipPartnershipC-CorporationS-CorporationLLC - Single OwnerLLC - Multi-Owner If LLC - Single Owner, please select tax entity treatment:C-CorporationS-Corporation Please give 2-3 company names you are considering (in order of preference):* Please describe the purpose of the company being set-up (be very detailed):* Business Name:* Is business address the same as your personal?*YesNo Business Address: Street Address City State Zip Code Business Phone:* Area Code - Phone Number Business E-mail:* Date Formed:* State Where Formed:* State Certificate ID:* Federal EIN:* Partner Information (if there is more than one owner, please provide the following for each additional person: Name, SSN, Date of Birth, Address, Phone, Email). Have you set up a business bank account?*YesNo Bank Name: Routing #: Account #:SubmitReset
