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Business Information
What industry is the business in?
What does the business do? In your own words.
Number of owners?
Number of employees?
Number of contractors?
What state is the business formed in?
Did the company raise equity?
Yes
No
Tax Filing Information
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The business files income taxes in the U.S.?
Yes
No
Business’s year end?
12/31
6/30
01/31
03/31
09/30
Other
Business's year end?
Federal Income Tax Form filed by the business?
1040 with Sch. C
1041
1120S
1065
1120
1120-A
1120-H
1120-L
1120-F
1120-C
1120-REIT
990
990EZ
990PF
Other
Federal Income Tax Form filed by the business?
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
Business legal entity type?
C-Corp.
S-Corp.
B-Corp.
Closely Held Corporation
General Partnership ( GP )
Limited Partnership ( LP )
Limited Liability Partnership ( LLP )
Limited Liability Limited Partnership ( LLLP )
Limited Liability Company ( LLC, LC, Ltd. Co. )
Sole Proprietorship
Non-profit Corporation
Trust
Other
Year of business’s formation?
Since 2001, the business has . . . .
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
Number of buildings that have not been cost segregated?
Does the business plan on building or purchasing any buildings in the next 12 months?
Yes
No
Number of buildings the business plans on building or purchasing in the next 12 months?
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?
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
Does the business file taxes on a
Cash Basis
Accrual Basis
Other
Other
Has the business filed 2026 U.S. income taxes?
Yes
No
Financial Information
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This business:
Lists its securities on a securities exchange
Has more than $10 million in total assets and a class of securities held by either (1) 2,000 or more persons or (2) 500 or more persons who are not
accredited investors
, unless the exceptions for
Regulation Crowdfunding
or
Regulation A
apply.
None of the above.
Average monthly sales?
Is there inventory?
No
Yes
Who currently does your business’s bookkeeping?
Another Bookkeeper
In-House (e.g. Owner or Employee)
No One
Other
Other
Does the business’ accounting on a
Cash Basis
Accrual Basis
Other
Other
What bookkeeping or accounting software does the business use?
QuickBooks
Xero
NetSuite
Sage
FreshBooks
Zoho Books
Other
Other
None
How often are the books closed?
Monthly
Quarterly
Annually
Other
Other
I don’t know
List bank(s) the business keeps transactional accounts with?
How many transactional bank accounts does your business maintain?
How many non-transactional bank accounts does your business maintain?
How many credit cards does your business have?
How many transactions does the business process monthly?
i
Both bank and credit card accounts.
How many invoices does the business process monthly?
How many 1099-NECs does the business issue annually?
What payroll software does the business use?
Quickbooks
ADP
Gusto
OnPay
Rippling
Paycor
RUN
Paychex Flex
Other
Other
None
Does the business use online payment systems (e.g. PayPal, Stripe, Apple Pay, Venmo, etc.)
Yes
No
Does your business have copies of prior tax returns?
No
Yes
Some
Some
Does your business have copies of organizational and incorporating documents?
No
Yes
Some
Some
Does your business have copies of prior tax returns?
No
Yes
Some
Some
IT & Security Information
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The business handles:
Federal Contract Information (FCI)
Controlled Unclassified Information (CUI)
None of the above
Legal Information
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This business is:
Domestic – created by the filing of a document with a secretary of state or any similar office under the law of a state.
Foreign – formed under the law of a foreign country that are registered to do business in the United States.
Foreign – formed under the law of a foreign country, but is NOT registered to do business in the United States.
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?
i
Sample language.
Yes
No
Full Company or Person Name
i
Sample language.
Location of the lawsuit
i
Sample language.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Full Company or person Name
i
Sample language.
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