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Small Business Intake

Stable Agency Group, Inc.
Small Business Intake Form

Please Provide The Following information for your Tax Filings. Double check for accuracy as to any missing information can possibly cause delays​

PRIMARY CONTACT FOR TAX RETURN

(This person will be listed FIRST on the tax return and receive IRS correspondence.)

Returning Customers Only
Business Entity
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www.NAICS.com

If you answered yes to expedite prior year filings, we need your IRS IP pin issued by IRS.gov & your last years AGI which all can be found on their website by clicking the link or on line 11 of your last years 1040.

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Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)

If you are having trouble uploading forms you can send them via email to info@stableagencygroup.com

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To upload additional information

I understand that Stable Agency Group, Inc does not provide legal advise and all tax filings are based solely on the documents and information provided

By submitting you confirm & acknowledge that your information entered is accurate and authorize Stable Agency Group, Inc. to prepare and e-file your return. If your tax situation requires additional forms, or payment we will notify you before any work is completed. All forms & payments must be agreed upon before we can proceed.

How did you hear about Stable Agency Group?

S.A.G. - Refer a friend rewards program*

Thanks for submitting!

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