Tax Client Data Sheet- Businesses & Trusts

Thank you for choosing Halo CFO & Tax, LLC! Please fill out the information below, and upload any tax related documents to ensure a smooth start to the preparation of your request.


General Business Information

  • ID number issued by the IRS

Select or enter value
Caret IconCaret symbol
Select or enter value
Caret IconCaret symbol

Member/Partner Information

*Please list the primary contact as Member/Partner 1*

Skip if same as business address


Select or enter value
Caret IconCaret symbol
Drag and drop files here or