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Tax Filing Information

Does or should the business file income taxes in the U.S.?

Yes

No

What is the business's year end? What is the business's year end?

What Federal Income Tax Form does the business file? What Federal Income Tax Form does the business file?

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?

Yes

No

Unsure

If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?

Yes

No

Can the business provide the business's EIN, Company Name, and Company Address?

Yes

No

What kind of legal entity is the business?

What year was the business formed?

Has the business, since 2001, ever . . . .

Failed to file a tax return on time.

Failed to pay income taxes on time.

Failed to pay estimated income taxes on time.

Failed to deposit employment taxes on time.

None of the above.

I'm curious, lets proceed anyways.

Does the business own any buildings that have not been cost segregated?

Yes

No

How many buildings does the business own that have not been cost segregated?

Does the business plan on building or purchasing any buildings in the next 12 months?

Yes

No

How many buildings does the business plan on building or purchasing in the next 12 months?

Does your business create technical specifications for new constructions, retrofits, or building addition projects for energy efficient PUBLIC property? Example companies may include Architecture or Engineering companies.

Yes

No

Approximately how many energy efficient PUBLIC U.S. properties has the business created technical specifications for since December 31, 2005 that have not received 179D deductions?

Does the business own any COMMERCIAL buildings in the U.S. placed into service after December 31, 2005 that have not received the 179D energy deduction?

Yes

No

How many U.S. commercial buildings placed into service after December 31, 2005 and have not received the 179D energy deduction?

In the next 12 months, does the business plan on owning any additional commercial buildings placed into service after December 31, 2005?

Yes

No

How many additional commercial buildings, placed in service after December 31, 2005, does the business plan on owning in the next 12 months?

Financial Information

IT & Security Information

Legal Information

Legal Service Conflict Check

Providers of legal services generally should not provide services where it would conflict with their work with an existing client. In an effort to prevent this conflict, answer the following questions.

Is your company currently in litigation? e.g. Are you being sued, suing, or been charged criminally?iSample language.

Yes

No

Full Company or Person Name iSample language.

Location of the lawsuit iSample language.

Will there be other third-parties involved in the delivery of this service? iSample language.

Yes

No

Full Company or Person Name iSample language.

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