Entity Tax Questionnaire - Collective CPAs + Advisors

State & Local Taxes
Please select any states where you had over $50K in sales and/or had W-2 Employees living during the year:*
To select multiple options, hold down the Ctrl key while selecting.
Do you do business in the City of Portland? Please Check any that Apply

Your business has a retail location in the City of Portland, Multnomah County, and/or Metro jurisdictionYour business comes into the City of Portland, Multnomah County, and/or Metro jurisdiction to perform services.Your business owns, leases, or rents personal or real property (including residential or commercial property) in the City of Portland, Multnomah County, and/or Metro jurisdiction.Your business maintains a stock of goods in the City of Portland, Multnomah County, and/or Metro jurisdiction.
If you checked any of the boxes above, please provide the total sales from City of Portland sources (if known)

Additional Questions
Did you incur any business related expenses from sources other than your normal business banks(for instance, pay for business related expenses from a personal bank account or credit card)?*

Yes, but I reimbursed myself.Yes, but I have not reimbursed myself.No, I did not pay any business expenses personally.
Were there any other significant changes to your business, such as changes to ownership, you would like to make us aware of? If so, please explain.
If your bookkeeping is done in-house or by another provider BESIDES Collective, please provide their contact information below.

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com

Submit
Completing this questionnaire is the first step in completing the preparation of your income tax return. However, Collective can not commence with preparing your return(s) for the current tax year until you have also uploaded all necessary documentation pertinent to your tax circumstances, signed an engagement letter, and provided a method of payment for our fees (NOTE: you will not be charged until we have prepared your return). Upon signing and submitting this form, you will be redirected to an area where you can securely upload your tax documents to us. Failure to perform all of these steps may lead to potential delays or incomplete preparation of your returns. Should any corrections or amendments be necessary after e-filing your return due to errors or omissions of information, additional fees outside the scope of preparing the original return(s) may result. Please acknowledge your understanding by signing below before you submit this tax questionnaire. *

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Remember, you can choose to upload your tax docs right after completing this questionnaire and/or you can submit them later to the upload link located in our email signatures.
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Business Tax Preparation Questionnaire