Skip to content
Book Appt
Client Portal
Home
Services
Industries
Film/Television
Medical/Dental
Tattoo Artists
Forms
Resources
Blog
About
Home
Services
Industries
Film/Television
Medical/Dental
Tattoo Artists
Forms
Resources
Blog
About
Tax Form
Entity Organizer
Entity Organizer
Name
*
Name
First
First
Last
Last
Before you begin:
You are going to need the following information 1. Bank, credit card and loan balances for the beginning and end of the year 2. Any tax payments made for the business 3. Any major sales made for the business 4. If you do not pay for bookkeeping, your exact income for the tax year
Tax Year
*
Does your business have an address separate from your mailing address?
*
Yes
No
Address
*
Address
Address
Address
City
City
State/Province
Alabama
Alaska
Arkansas
Arizona
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State/Province
Zip/Postal
Zip/Postal
Name of Business
*
Use your own name if no other name
Business Type
*
Sole Proprietorship/Schedule C
S Corporation
LLC/LP
C Corporation
Is your business formed in California?
*
Yes
No
Did you make any payments to FTB for this business? Usually 800
*
Yes
No
FTB Payments
Date of Payment
*
Tax year for payment
*
Amount of payment
*
plus1
Add
minus1
Remove
How are you providing your income and expenses?
*
I am paying Noble Tax Help Inc for bookkeeping
I have another professional bookkeeper
I am providing my income and expenses myself
Doing your own bookkeeping
I accept two different forms for doing your own bookkeeping. 1. You can use the form on my website: https://matchtax.com/business-information 2. You can upload an excel spreadsheet with one single tab which includes all of your business income and expenses. Keep in mind that the only changes I will make are for depreciation and home office. Otherwise, I am going to use the exact numbers provided with no changes whatsoever. You understand that you are personally and solely responsible for these numbers.
Professional Bookkeeping
Please upload a profit and loss, balance sheet and general ledger for the prior year. I need all three forms, preferable in Excel format but I will accept PDFs. Keep in mind that the only changes I will make are for depreciation and home office. Otherwise, I am going to use the exact numbers provided with no changes whatsoever. You understand that you are personally responsible for these numbers.
What is the total income for this business for the year?
*
Do you have a bank account used exclusively for business?
*
Yes
No
Bank Account Information
Bank Name
*
Last Four Digits of Account Number
*
Balance on January 1
*
If new account during the year in question, enter zero.
Balance on December 31
*
Enter zero if account was closed during the year
plus1
Add
minus1
Remove
Do you have any credit cards used exclusively for business?
*
Yes
No
Credit Card Information
Bank Name
*
Last Four Digits of Account Number
*
Balance on January 1
*
If new account during the year in question, enter zero.
Balance on December 31
*
Enter zero if account was closed during the year
plus1
Add
minus1
Remove
Do you have any mortgages, car loans, SBA loans or other long term debt tied to the business?
*
Yes
No
Loan Information
What is the loan for?
*
Balance on January 1
*
If new account during the year in question, enter zero.
Balance on December 31
*
Enter zero if account was closed during the year
plus1
Add
minus1
Remove
What is your monthly cell phone cost?
*
What is your monthly internet cost?
*
Did you buy or sell any assets for your business like vehicles, real estate or other major items valued at over 2500?
*
Yes
No
Submit
If you are human, leave this field blank.
