Are you a new client to Star Financial Solutions?

Yes

No

Full Name

Address

Street Address

City

State

Country

Postal Code

Social Security Number *

Occupation *

Phone *

Email *

Business Information

Business Legal Name

Employer Identification Number (EIN)

If you do not have an EIN for your business, would you like us to assist you with applying for an EIN?

Yes

No

Business Website

Business Address

Mailing Address of Business

Type of Business or Purpose of Business

Business formation date? Give specific date please.

What entity was your business formed?

Did you pay Estimated Taxes related to this business?

Yes

No

Do you have (1099-MISC) Independent Contractors?

Yes

No

Which accounting method do you use?

Do you have any dependents?

Yes

No

Can you anyone else claim the taxpayer as a dependent?

Is this the first time you will file taxes for this business?

Yes

No

Do you use a portion of your home for business?

Yes

No

Will you depreciate any business assets?

Yes

No

Do you have business cards or is your business isted in your local telephone book?

Yes

No

Do you have a business license?

Yes

No

Is your business recorded at the Register of Deeds office in your county?

Yes

No

Other Questions

Did you or your spouse or dependents receive health insurance through the market place? 1095-A

Yes

No

Did you receive unemployment?

Yes

No

Did you have any w2 wages to report?

Are you a full-time student?

Yes

No

Totally and permanently disabled?

Yes

No

Do you have any self employment wages to report?

Yes

No

Child or dependent care expenses such as daycare?

Yes

No

Do you have (W-2) Employees?

Yes

No

Did you materially participate in this business in 2025?

Yes

No

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