Black Welding Association Tax Exemption Creation

Know Your Client Intake

Please fill out the information requested below. Do not continue filling out this document if you do not wish to move forward with Limitless Ideas. Along with filling out this document, you give Limitless Ideas permission to speak with you (the business owner) about your business. Unless expressed in written format, no one else (not including a lawyer, accountant, and/or majority owner) from your team will be allowed to communicate with Limitless Ideas unless listed on this form. Thanks in advance.

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About You

Contact Name

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Last

Contact Phone Number*

Contact Email address*

Business Advisors or Coaches

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Business Advisors or Coaches Phone Number

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Business Advisors or Coaches Email address

Personal Accountant / CPA

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Personal Accountant / CPA Phone Number

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Business Accountant / CPA

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Business Accountant / CPA Phone Number

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Business Accountant / CPA Email address

Personal Law Firm

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Personal Law Firm Phone Number

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Personal Law Firm Email address

Business Law Firm

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Business Law Firm Phone Number

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Email address*

Who has permission to communicate with us and hear all information regarding our services to you? lawyer? Accountant? Mom?*

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Who has permission to speak on your behalf? lawyer? Accountant? Mom?*

Please list persons or businesses that has the permission to speak to me on your behalf and make decisions.

Personal Physical Address*

Mailing Address (if different from above)

State of Drivers Licenses *

Driver Licence Number*

Date of Birth*

Birth State*

Gender*

Business Address (if different from above)

How old are you?*

Social Security Number*

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Personal Accountant Name*

Annual Income (Yearly Income)*

Marital Status? *

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Authorizing *

Is there anyone else authorized to speak on your behalf (not including a lawyer or accountant)? if so please list each person (not to exceed two persons) 1: First & Last Name 2: Relationship to you 3: Contact Information information above here and upload a clear picture of those persons below this form. If there is no authorized to speak on your behalf, please type "N/A"

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About You

Personal Mission Statement*

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List Personal Milestones (Awards and Accomplishments)*

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Have you had any legal trouble?*

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What are some things that are holding you back in business?*

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What are legitimate time constraints in your life?*

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Personal Vision Statement*

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List Personal Goals (Short or Long Term)*

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Have you ran a business before?*

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Whats holding you back in reaching personal goals*

please explain it above here. If its nothing holding you back, just type "N/A" above.

Are there any disabilities or communication barriers?*

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About Your Business

Company EIN*

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Business Mission Statement*

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What State is or will your company be started in?*

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what business milestones are you expecting for your company to reach?

Who many employees does your business have if any?*

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What are somethings we should know about your business? *

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Company Legal Name*

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Business Vision Statement*

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What City or County is your Business Permit/license in?*

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if you are unsure or do not have a business permit or license, please type "NA"

What is your purpose in communicating with Limitless Ideas?*

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What would be a good / ideal outcome after working with us?*

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How would you like to be contacted?

How would you like to be contacted?

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Mobile / cell phone

Email

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Home Tel

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Online CV / Portfolio link

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Is their anything else we should know about you?*

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