Secure client portal for document sharing and communication.
Client Portal
Contact Us
Business Tax Services

Business Tax Return Intake Form

Complete this short form so we can understand the business’s current-year tax situation, confirm any changes from the prior year, and determine the next steps for preparing the return.

Purpose Current-year business review

We use your answers to understand the entity, filing situation, complexity, and expected scope of work.

Estimated time 5–10 minutes

Most clients can complete this form with basic information about the business, its activity, and major tax-year changes.

Please avoid Sensitive information

Do not enter EINs, Social Security numbers, bank details, or upload tax documents here.

After submission: We will review your responses and follow up with next steps, including document requests, an engagement letter, and any applicable pricing details.

Need help? If you have any questions while completing this form, please contact the ARK team member who sent you this link, or reach us at info@arkcpas.com or (212) 537-9083.
Business Tax Services

Business & Contact Information

Step 1 of 7

Start with basic business and contact details so we can understand the entity and who to contact.

Did ARK Associates prepare the prior-year business tax return for this entity? *

Select “Yes” only if ARK prepared the prior-year tax return for this specific business entity.

Did ARK Associates maintain or clean up the books for this business during the year? *

This refers to bookkeeping or accounting work, not tax return preparation.

Did the business address change from the information ARK has on file? *
Entity type *

Select all states where the business had activity, employees, owners, property, sales, or services performed during the tax year.

Locality check: Some cities and local jurisdictions have additional filing considerations. Select any locality that applies, if known.

Tell us who owns the business and whether anything changed during the year.

These questions help us identify common business tax items that may require additional review.

Tell us how your books are maintained and what year-end records may be available for tax preparation.

How are the books maintained? *
Are your books up to date? *

Let us know whether you would like bookkeeping cleanup or ongoing bookkeeping support quoted along with this engagement.

Are you interested in bookkeeping services for this business? *

Let us know about any IRS/state notices, corrected forms, amended return documents, or other tax items we should review.

Did the business file a prior-year tax return? *
Did the business receive any IRS/state notices, corrected tax forms, amended return documents, or other tax items we should review? *

Let us know if there is anything specific we should keep in mind before reviewing your submission.

Is there anything else you would like us to know about the business or this year's work? *
Reminder: Please do not include EINs, Social Security numbers, bank account details, or upload tax documents through this form. We will provide secure instructions for document sharing.

Thank you. Your business intake has been submitted.

We received your responses and will review them shortly.

After review, we will follow up with next steps, including any document requests, an engagement letter, and pricing.

Please do not resubmit this form unless we ask you to.
Entity type
Were there any ownership changes during the year?
Do any owners live in a different state than the business’s primary state of operation?
Are any owners foreign persons or foreign entities?
Did the business start, close, merge, or restructure during the year?
Did the business have payroll?
Did the business use independent contractors?
Did the business issue or need to issue any 1099s?
Does the business own vehicles, equipment, or real estate?
Did the business buy, sell, or dispose of any assets?
Did the business make any estimated tax payments?
How are the books maintained?
Are your books up to date?
Will you be able to provide year-end financials or a trial balance?
Will you be able to provide bank and credit card statements if needed?
Are you interested in bookkeeping services for this business?
Approximate monthly transaction volume
How many bank, credit card, loan, or merchant accounts need to be reconciled?
Can you provide access to the bookkeeping/accounting software, if applicable?
Did ARK Associates maintain or clean up the books for this business during the year?
Since ARK last worked on the books, were there any major bookkeeping or accounting changes we should know about?
Did ARK Associates prepare the prior-year business tax return for this entity?
Did the business receive any IRS/state notices, corrected tax forms, amended return documents, or other tax items we should review?
Did the business file a prior-year tax return?
Can you provide a copy of the prior-year business return?
Who prepared the prior-year return?
Scroll to Top