NEW BUSINESS CLIENT TAX ORGANIZER

Instructions: The following information is required for preparation of your Business Tax Returns. Please return this form with the requested information for your business tax preparation. Please upload files in applicable box to indicate information being submitted for tax prep. If item does not apply to your business, just leave it blank. To avoid any confusion and facilitate the preparation of your tax returns, please wait to submit the information for this year until all of the following items are available. If you have questions about any item, please contact us at (212) 346-7700.

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