Client engagement

S Election Engagement

Begin an engagement to evaluate timing, eligibility, and preparation of an S corporation election.

Provide initial information

Complete the intake below so the firm can confirm the client, entity, period, and requested work.

Review scope and terms

Our team will send or confirm the applicable scope, timing, responsibilities, and engagement agreement.

Send requested records

After the engagement is accepted, use the secure upload page for supporting documents.

Submitting this intake does not create an engagement. The firm must accept the work and the required agreement must be signed.

Begin this engagement

Complete the requested information below. Our team will use it to prepare the applicable electronic engagement agreement for your review and signature.

Facebook

This field is for validation purposes and should be left unchanged.

Name of Business Entity(Required)

Employer Identification Number (EIN) of Business Entity(Required)

Date of Incorporation(Required)

State of Incorporation(Required)

State

Date S Election to be Effective(Required)

Name Legal Representative(Required)

First Last

Title of Legal Representative(Required)

Such as CEO or President

Phone(Required)

Country Phone Number

Email(Required)

Enter Email Confirm Email

Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

S Corporation Shareholders

Complete the following fields for each shareholder.

Shareholder #1(Required)

First Last

Shareholder #1's Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Social Security Number(Required)

Social Security Number

Percentage of Ownership (%)(Required)

Percentage of Ownership (%)

Shareholder #2 (Optional)

First Last

Shareholder #2's Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Social Security Number

Percentage of Ownership (%)

Shareholder #3 (Optional)

First Last

Shareholder #3's Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Social Security Number

Percentage of Ownership (%)

Additional Shareholders (Optional)

To add additional Shareholders, include the information requested above in the following field for all additional Shareholders:

S Election Engagement

S Election Engagement

Provide initial information

Review scope and terms

Send requested records

Begin this engagement

S Corporation Shareholders

Los Angeles roots. Nationwide service.

Beverly Hills

Encino

Connect with our team