Business Entity Filing Intake Form

(S & C Corps)

Business Info

Business Name *

Business EIN *

Business Address *

City *

State *

Postal code *

Type of Corporation *

S Corp
C Corp
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State of Incorporation *

Principal Business Activity *

Business Start Date *

Fiscal Year End Date *

Contact & Officer Info

Primary Contact Name *

Email *

Phone *

Officer/Owner Name *

Officer/Owner SSN *

% of Ownership

Officer/Owner Name

Officer/Owner-SSN *

% of Ownerships *

Payroll run for officers? *

Yes
No
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Financial Details

Gross receipts/sales for the year *

Total Expenses *

Estimated net income or loss *

Have W-2s been filed? *

Yes
No
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Do you have an existing bookkeeping system? *

Yes
No
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Upload Section

Prior year’s Return

Articles of Incorporation

EIN confirmation letter

Shareholder or officer list with SSNs and ownership %

Profit & Loss and Balance Sheet

Payroll reports and W-2s

IRS correspondence (CP notices, audit letters, etc.)

State registration certificate (if filing state return)

Terms *

By signing below, you confirm that the information provided is accurate and authorize WealthCrest Financial, LLC to begin service based on your intake submission. You acknowledge this serves as your electronic signature under applicable law.

Client Signature (Electronic Signature Accepted) *

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Print Full Name (as signed above) *

Today's Date *

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