Accounting Service Agreement – The Tax Center

Accounting Service Agreement

Accounting Service Agreement

How did you hear about us?

Referral

Google Search

Social Media

Referral Name

First Name

Last Name

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Phone Number

Email Address

Date of Birth (MM/DD/YYYY)

Business EIN

Business Name

Physical Address (if different from above)

Address Line 1

Address Line 2

City

State

Zip Code

Country

Product and/or Service

Product

Service

Industry

List Product(s)

List Service(s)

Date Started

State Organized

How Formed?

Number of Partners or Members

Partner or Member #1 First Name

Partner or Member #1 Last Name

Partner or Member #1 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #1 Phone Number

Partner or Member #1 Email Address

Partner or Member #1 Profit %

Partner or Member #1 Capital Contributed

Partner or Member #2 First Name

Partner or Member #2 Last Name

Partner or Member #2 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #2 Phone Number

Partner or Member #2 Email Address

Partner or Member #2 Profit %

Partner or Member #2 Capital Contributed

Partner or Member #3 First Name

Partner or Member #3 Last Name

Partner or Member #3 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #3 Phone Number

Partner or Member #3 Email Address

Partner or Member #3 Profit %

Partner or Member #3 Capital Contributed

Partner or Member #4 First Name

Partner or Member #4 Last Name

Partner or Member #4 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #4 Phone Number

Partner or Member #4 Email Address

Partner or Member #4 Profit %

Partner or Member #4 Capital Contributed

Partner or Member #5 First Name

Partner or Member #5 Last Name

Partner or Member #5 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #5 Phone Number

Partner or Member #5 Email Address

Partner or Member #5 Profit %

Partner or Member #5 Capital Contributed

Number of Officers, Directors, and/or Trustees

Officer, Director, and/or Trustee #1 First Name

Officer, Director, and/or Trustee #1 Last Name

Officer, Director, and/or Trustee #1 Title

Officer, Director, and/or Trustee #1 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #2 First Name

Officer, Director, and/or Trustee #2 Last Name

Officer, Director, and/or Trustee #2 Title

Officer, Director, and/or Trustee #2 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #3 First Name

Officer, Director, and/or Trustee #3 Last Name

Officer, Director, and/or Trustee #3 Title

Officer, Director, and/or Trustee #3 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #4 First Name

Officer, Director, and/or Trustee #4 Last Name

Officer, Director, and/or Trustee #4 Title

Officer, Director, and/or Trustee #4 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #5 First Name

Officer, Director, and/or Trustee #5 Last Name

Officer, Director, and/or Trustee #5 Title

Officer, Director, and/or Trustee #5 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

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