Name

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Company Name

Entity Formation Entity Formation Sole Properietorship: DBA Registration Partnership:Filing documents & Partnership Agreement LLC: Aticles of Organization & Operation Agreement Corporation: Articles of Incorporation Sub S Corporation: Articles of Incorporation

Do you an an EIN letter? Do you an an EIN letter? Yes, please email to bookkeeper@idcollins.com No

What is your EIN number or type NA?

List of owners and ownership percentages

Has invitation to portals been sent to this email? bookkeepingbdcinc@gmail.com To see how to do an invite, see video URL below. Has invitation to portals been sent to this email? bookkeepingbdcinc@gmail.com To see how to do an invite, see video URL below. Quickbooks Online Online Banking - View-only access to download statements Credit Card accounts - View-only access to download statement Prior Year Taxes - Uploaded to your Dropbox and sent URL to bookkeeping service I have completed all the items above. I have complete some of the items above.