Test Template page – 7 A

Is Your Business Eligible?

Let’s see if your business is eligible for this service before wasting your time with unnecessary questions.

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

Yes

No

What is the business’ year end? What is the business' year end?<span id="su_tooltip_6a3f778fe3bc6_button" class="su-tooltip-button su-tooltip-button-outline-yes" aria-describedby="su_tooltip_6a3f778fe3bc6" data-settings='{"position":"top","behavior":"hover","hideDelay":0}' tabindex="0">iReference Tax Return, the number in the top left.

What Federal Income Tax Form does the business file? What Federal Income Tax Form does the business file?<span id="su_tooltip_6a3f778fe46d2_button" class="su-tooltip-button su-tooltip-button-outline-yes" aria-describedby="su_tooltip_6a3f778fe46d2" data-settings='{"position":"top","behavior":"hover","hideDelay":0}' tabindex="0">iReference Tax Return, the number in the top left.

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

NOT ELIGIBLE AT THIS TIME.

Tax filing Information

What kind of legal entity is the business? What kind of legal entity is the business?<span id="su_tooltip_6a3f778fe9563_button" class="su-tooltip-button su-tooltip-button-outline-yes" aria-describedby="su_tooltip_6a3f778fe9563" data-settings='{"position":"top","behavior":"hover","hideDelay":0}' tabindex="0">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.

What year was the business formed?

Has the business always been a [entity] filing a [taxfile] with a tax year end of [yearend]?

Yes

No

Does the business also want its tax records searched for Penalty Abatement Opportunities? 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

Service Areas

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?

Yes

No

Full Company or Person Name

Location of the lawsuit

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

Yes

No

Full Company or person Name

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

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.