8320 E. Hartford Drive, #103
Scottsdale, AZ 85255

Call: 480.993.0660
Fax: 480.993.0662

  jean@jdk-cpa.com
  www.jdk-cpa.com
 

 

CLIENT ENTITY
SET-UP FORM

Please fill out this form and click the send button,
or fill-out, print, and bring to your next meeting.


                                             
Business Name:
Date of Incorporation State of Incorp.
EIN Number AZ Withholding No. 
AZ Unemployment No AZ Tax Privilege No. 

Business Activity: Product or Service
ACC Annual Report Date Work Comp. Renewal Date
Year End: S Corp. Election

 

Address:
City:
State, Zip:
Phone: (provide area code)
Pager/Cell: (provide area code)
Fax: (provide area code)
Your e-mail address:
Contact Name: Phone Number:

 

OWNERS

Name: Social Security Number Percentage Owned

REQUIRED DOCUMENTS

Corporation: Articles of Incorporation
LLC or Partnership: Articles of Organization and operating agreement

Referred By:


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