Follow the steps to complete your application with ease.

1. Press the ‘Get Form’ button to access the application and open it in your preferred editor.
2. In the 'Company Name' field, input the legal name of your business, ensuring it is spelled correctly and formatted as required.
3. Fill out the 'Primary Contact' section with the first, middle, and last names of the main person responsible for the application. Include their nickname if applicable. Enter their Social Security Number (SSN), date of birth, cell phone number, email address, work phone number, and fax number.
4. Complete the 'Secondary Contact' section similarly, providing the necessary personal information for a second contact person and submit the same details as in the previous step.
5. Fill out the address fields including street address, city, state, and zip code for the business location.
6. Provide your business website in the designated field, if applicable, and list any additional phone numbers in the space provided for alternate contacts.
7. Indicate the type of business entity by selecting one of the options: C Corp, S Corp, LLC, Partnership, Not for Profit, Government, or Trust.
8. Enter your Federal ID and State ID in the respective fields, along with the fiscal year end and ESD information.
9. Fill out the sales tax permit number if applicable, ensuring all numerical entries are correct.
10. In the section provided, specify any particular accounting or tax concerns you wish to address with the firm. This information is crucial for tailored advice.
11. Review all entries to ensure accuracy, then proceed to sign the application in the designated area, followed by dating the document.
12. Once you have filled out the form, you have the option to save your changes, download the document, print it for your records, or share it as needed.

Start your application process today by filling out the Porterfield CPA Business Client Application online.