EntityOrganizer Business 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 AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal Name of Business * Use your own name if no other name Business Type * Sole Proprietorship/Schedule CS CorporationLLC/LPC 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://nobletaxhelp.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.
