Business Client Onboarding Questionnaire

Contractor Forms and Information (For landlords, vendors, suppliers, subcontractors, etc.):

Vendor/Service Provider Information for Bookkeeping Clients
IRS Form W-9 Request for Taxpayer Identification Number and Certification (for your records only)
IRS Form W-9 Request for Taxpayer Identification Number and Certification Spanish Version (for your records only)
IRS Form W-8 Certificate of Foreign Status (for your records only)
IRS Form W-8 BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) (For your records only)