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30 years of professional experience
Corporation Questionnaire
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5
Corporation Questionnaire
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entitywise@gmail.com
Please Choose Your State
(Required)
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What is the name of your Entity?
(Required)
Client Name (This is your name, as we have it listed in our system):
(Required)
President Name:
(Required)
Secretary Name:
(Required)
Treasurer Name:
(Required)
Director's Name(s):
(Required)
Add
Remove
Shareholder(s) Name(s) and number of shares held by each:
(Required)
Shareholder Name
Number of Shares Held
Add
Remove
List the date and time when your annual meeting was, or will be held:
(Required)
Have you decided to dissolve or suspend operations?
(Required)
Yes Or No
Yes
No
Please explain
(Required)
Has the business opened any new bank accounts?
(Required)
Yes Or No
Yes
No
Please explain
(Required)
Has the business sold any significant business assets?
(Required)
Yes Or No
Yes
No
Please explain
(Required)
What distributions or profit did you take in the past tax year (approximately) and what do you expect to pay out for the upcoming tax year?
(Required)
Any Stock changes during the year?
(Required)
Yes Or No
Yes
No
Please explain
(Required)
Has the business purchased real estate?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Property Address
Other Details
Add
Remove
List any salary changes to Officers, Directors, or other related parties (provide name, and title):
(Required)
Name
Title
Add
Remove
Are you taking the home office deduction?
(Required)
Yes Or No
Yes
No
Are you taking the auto deduction?
(Required)
Yes Or No
Yes
No
Has the business implemented a Health Reimbursement Arrangement (HRA)?
(Required)
Yes Or No
Yes
No
Has the business adopted any new employee benefit plans (i.e. 401k, SEP, IRA)?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Has the business approved and/or made any loans to employees or shareholders?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Name
Terms
Add
Remove
Did the business apply for, and qualify for an SBA Loan?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Loan Type
Amount
Date
Add
Remove
Have you elected to change the tax treatment of the entity?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Did the business enter into any new employment agreements with an employee?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Did the business lease any real or personal property to or from an officer/director, employee or related party?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Did the business make any major purchases or enter into any lease of equipment (vehicles, furniture, etc.)?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Did the business make a major change in the bookkeeping or accounting system?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Did the business borrow money, establish or renew any lines of credit, or open any new credit accounts?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Have you changed or added any authorized signers on the business bank accounts?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Did the business purchase a new insurance plan?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Have you employed professional advisers, such as a CPA, Attorney, or Financial Adviser?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
Have you changed your business operations in any significant way?
(Required)
Yes Or No
Yes
No
Please explain:
(Required)
If taxed as a partnership, please provide the name of the Partnership Representative (Formerly known as the Tax Matter Member) listed with the IRS.
(Required)
Please list any additional comments below:
(Required)
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