727-530-0036 info@fma-cpa.com

USE OF YOUR INFORMATION:

The information you provide on this form will be used in all our databases. Please be sure you review your information carefully. Thank you.

COMPANY INFORMATION:

Please enter the information below for each company with which we will be working with.

BUSINESS REGISTERED ADDRESS:

(PO Box is not allowed)


BUSINESS TAX ID NUMBERS:

Please provide your federal, state, and state unemployment numbers.


COMPANY PRIMARY CONTACT FOR FMA, C.P.A. INFORMATION:

NOTE: The primary contact’s email address and mailing address will be used for all FMA correspondence and sensitive tax information


COMANY EMAIL ADDRESSES:

Please read our email policy.


Email Address Policy: We require a valid, working email address.
The PRIMARY EMAIL is our mailing address where sensitive tax material may be sent. You will need to check your email periodically for important due dates and information we send.

COMPANY PHONE NUMBERS:

Please check the box to indicate your preferred contact number.

(Select Yes in at least one field)


BUSINESS IN OTHER STATES:

Do you collect sales tax and do you know if you are compliant with all sales tax laws?


SALES TAX:

Do you collect sales tax and do you know if you are compliant with all sales tax laws?


Payroll:

Who is your payroll provider/processor?


EMPLOYEES OF YOUR BUSINESS:

This does not include you, your spouse, or independent contractors.


Benefits Provided:


HEALTH INSURANCE PREMIUMS:

 How are your insurance premiums paid?


OTHER:


AUTOS USED FOR THE BUSINESS:

Describe each auto used by the business. Let us know the name on the title (business or personal)


CORPORATION/COMPANY DETAILS

CURRENT OWNERSHIP OF YOUR COMPANY:

Enter the names of your current shareholder/member(s) with their percentage (%) ownership


TITLES/POSITIONS IN YOUR COMPANY:

Please assign all current assigned or elected titles


Corporations Only
Assigned Title Corporation Officers (title per title)

LLCs Only
Assigned Title LLC Officers - Only one name One name per

OFFICERS VS DIRECTORS: Generally, officers of a corporation run the day-to-day operations of a corporation. Directors serve in an advisory role and help in the strategic planning of the corporation by Florida officers may need to be licensed as well.

CONTACT INFORMATION FOR OWNERS/OFFICERS

#1 Owner/Officer:

This will be the company PRIMARY CONTACT and signer for tax returns.


NOTE: The primary contact’s email address and mailing address will be used for all FMA, C.P.A. correspondence and sensitive tax information.

#2 Owner/Officer:

This will be an additional contact for the company and should not be the primary contact.