S-Corporation Information - Boelman Shaw Tax And Financial Planning

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2015 S-CORPORATION INFORMATION
S-CORPORATION INFORMATION
Name:
Federal ID Number:
Date of Organization:
Street Address
City:
State:
Zip:
Telephone No.:
Fax Number:
Email Address:
SHAREHOLDER #1
SHAREHOLDER #2
Name:
Name:
Federal ID Number (EIN or SSN):
Federal ID Number (EIN or SSN):
Entity Type (Individual, Corporation, Trust, Estate,
Entity Type (Individual, Corporation, Trust, Estate,
Etc:
Etc:
Ownership Percentage:
Ownership Percentage:
Beginning of Year
Beginning of Year
End of Year
End of Year
Street Address
Street Address
City:
City:
State:
Zip:
State:
Zip:
Telephone No.:
Telephone No.:
Fax Number:
Fax Number:
Email Address:
Email Address:
See page 2 to enter information for additional shareholders.
INFORMATION AND DOCUMENTATION NEEDED TO COMPLETE THE S-CORPORATION TAX
RETURN
Prior Year Tax Return (Up to 3 years)
Listing of Assets Purchased, Sold, or Traded during
LLC or Corporation Organizational Papers
the year
LLC Member Agreement (if applicable)
Prior year depreciation schedule
Shareholder Agreement
Listing of all distributions made to Shareholders
IRS Federal Identification Number letter
(cash, check, property)
Current Year Balance Sheet
Current Year Income/Expense Statement
1031 Office Park Road Suite 4
West Des Moines, IA 50265
(515) 225-1185

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