Is Your Business Eligible? Let’s see if your business is eligible for this service before wasting your time with unnecessary questions. Helpful Documents Federal Tax Returns Other document 1 Other document 2 Different document Does or should the business file income taxes in the U.S.?iIf you file a U.S. Federal Income Tax Return, the answer is YES. If your business has not been filing U.S. Federal Income Tax Returns, consult a tax accountant or tax attorney. Yes No What is the business’ year end?iReference Tax Return, the number in the top left. 12/3106/3001/3103/3109/30Other What is the business' year end?<span id="su_tooltip_6758a4de87d6a_button" class="su-tooltip-button su-tooltip-button-outline-yes" aria-describedby="su_tooltip_6758a4de87d6a" data-settings='{"position":"top","behavior":"hover","hideDelay":0}' tabindex="0">i</span><span style="display:none;z-index:100" id="su_tooltip_6758a4de87d6a" class="su-tooltip" role="tooltip"><span class="su-tooltip-inner su-tooltip-shadow-yes" style="z-index:100;background:#222222;color:#ffffff;font-size:12px;border-radius:5px;text-align:left;max-width:300px;line-height:1.25"><span class="su-tooltip-title"></span><span class="su-tooltip-content su-u-trim">Reference Tax Return, the number in the top left.</span></span><span id="su_tooltip_6758a4de87d6a_arrow" class="su-tooltip-arrow" style="z-index:100;background:#222222" data-popper-arrow></span></span> What Federal Income Tax Form does the business file?iReference Tax Return, the number in the top left. 1040 with Sch. C10411120S106511201120-A1120-H1120-L1120-F1120-C1120-REIT990990EZ990PFOther What Federal Income Tax Form does the business file?<span id="su_tooltip_6758a4de88ab5_button" class="su-tooltip-button su-tooltip-button-outline-yes" aria-describedby="su_tooltip_6758a4de88ab5" data-settings='{"position":"top","behavior":"hover","hideDelay":0}' tabindex="0">i</span><span style="display:none;z-index:100" id="su_tooltip_6758a4de88ab5" class="su-tooltip" role="tooltip"><span class="su-tooltip-inner su-tooltip-shadow-yes" style="z-index:100;background:#222222;color:#ffffff;font-size:12px;border-radius:5px;text-align:left;max-width:300px;line-height:1.25"><span class="su-tooltip-title"></span><span class="su-tooltip-content su-u-trim">Reference Tax Return, the number in the top left.</span></span><span id="su_tooltip_6758a4de88ab5_arrow" class="su-tooltip-arrow" style="z-index:100;background:#222222" data-popper-arrow></span></span> If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?iAll partnerships are automatically subject to the BBA, unless the partnership has opted out in a given year. Opting out must be done every year to remain effective. Consult tax accountant for further questions. Yes No Unsure If subject to the BBA, is the business able to provide the name of the company’s Partnership Representative?iAll partnerships subject to the BBA name a Partnership Representative in their 1065 filing. See page 3, below Line 29. Yes No Can the business provide the business’s EIN, Company Name, and Company Address?iReference Tax Return, information at the top of the first page of the tax return below the title of the form. Yes No NOT ELIGIBLE AT THIS TIME. Tax filing Information Helpful Documents Federal Tax Returns Other document 1 Other document 2 Different document What kind of legal entity is the business?iLook on the top right of the tax return unless it’s a 1040, then reference the EIN Verification Letter (LTR 147C). If that letter is misplaced, call the IRS at 1-800-829-4933. C-CorpB-CorpClosely Held CorporationProfessional Corporation ( PC )S-Corp.General Partnership ( GP )Limited Partnership ( LP )Limited Liability Partnership ( LLP )Limited Liability Limited Partnership ( LLLP )Limited Liability Company ( LLC, LC, Ltd. Co. )Sole ProprietorshipNon-profit CorporationTrustOther What kind of legal entity is the business?<span id="su_tooltip_6758a4de8da84_button" class="su-tooltip-button su-tooltip-button-outline-yes" aria-describedby="su_tooltip_6758a4de8da84" data-settings='{"position":"top","behavior":"hover","hideDelay":0}' tabindex="0">i</span><span style="display:none;z-index:100" id="su_tooltip_6758a4de8da84" class="su-tooltip" role="tooltip"><span class="su-tooltip-inner su-tooltip-shadow-yes" style="z-index:100;background:#222222;color:#ffffff;font-size:12px;border-radius:5px;text-align:left;max-width:300px;line-height:1.25"><span class="su-tooltip-title"></span><span class="su-tooltip-content su-u-trim">Look on the top right of the tax return unless it’s a 1040, then reference the EIN Verification Letter (LTR 147C). If that letter is misplaced, call the IRS at 1-800-829-4933.</span></span><span id="su_tooltip_6758a4de8da84_arrow" class="su-tooltip-arrow" style="z-index:100;background:#222222" data-popper-arrow></span></span> What year was the business formed? Has the business always been a [entity] filing a [taxfile] with a tax year end of [yearend]?iQuestion helps providers understand the businesses tax filing history. Yes No Does the business also want its tax records searched for Penalty Abatement Opportunities?iPenalty Abatement is a separate service from IRS Audit Monitoring. If a provider is already monitoring your IRS tax account for audits then the provider likley also has access to search for penalty abatement opportunities. Penalty Abatement services usually are charged as a percentage of the recovered amount. Learn more Yes No Tax History On Available Service Years Instructions: CHECK TABLE FOR ACCURACY. This table is populated based on the information above. Please correct either the Tax Year, Legal Entity type, or Subject to BBA as needed. Once this section is accurate, move to the next Section. Service Location Please select service area(s). International Federal Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware D.C. 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 Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Puerto Rico All States Choose service area(s). To select multiple, CTRL + Click 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. Location of the litigation 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 plus1 minus1 Will there be other third-parties involved in the delivery of this service? iSample language. Yes No Full Company or person Name iSample language. plus1 minus1 Additional Notes Additional Notes Questions For The Provider Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit. Do You Have Questions For Prospective Providers? No Yes Check to add any of the below questions. Do you solve the problems identified by this service or just notify? Will you work with my CPA to explain any problems identified? Create my own question(s) Write your question here plus1 minus1 You can create the RFP now but must be logged in to request proposals. Login / Create Account Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE. Request Proposals > If you are human, leave this field blank.
