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Accepted file types: pdf, doc, docx, gdoc, jpg.PreviousNextEntity SelectionS CorporationC CorporationPartnershipWhich Services Are You Interested In?Monthly BookkeepingSales TaxPayroll Processing and ComplianceBusiness Tax Return PreparationIndividual Tax Return PreparationPreviousNextGeneral Questions & Business QuestionsWhat state (s) do you operate in?What state do you live and work in?When did you become incorporated or start your business?How many legal entities do you have?What are you projecting for this year's sales?What are you projecting for this year’s profits?What was your Gross revenue for 2018?Do you know your ongoing tax liability, and have it set aside every month?Do you submit quarterly estimated tax payments?What’s been your biggest frustration with the accounting/financial process thus far?PreviousNextBookkeepingHow much are you currently paying monthly for accounting services?Are your books current with reconciliations?Who does the reconciliations?Who does the monthly reporting? How long after month end until you receive your financial reports?What accounting software are you currently using?Do you need us to clean up or catch up with your books?How many business bank accounts do you have?How many business credit card accounts do you have?Do you use multiple payment platforms (ex. Paypal, stripe)? If so which ones? Do you collect income on these platforms or just pay expenses from the accounts?PreviousNextEcommerce ONLYDo you use inventory lab?Do you have any business loans? If so with what financial institution?Do you have Tax Jar?Do you drop ship?Do you use factoring (etc. payability)?What platforms do you do you sell on?PreviousNextPayrollDo you have any employees?If yes, how many?How often do you pay your employees?What software do you currently use for payroll?Are you up to date with your payroll tax payments and payroll returns?Do you know how much to pay yourself each month?What do you pay yourself in salary?Do you issue any 1099’s? If so, do you have W-9 Forms from your contractors?Would you have more than 15 1099s?PreviousNextSales TaxDo you file sales tax returns?If so what states?What do you sell?How often do you file?For e-commerce only: How many states do you have nexus in? and how many are you registered and filing returns in?PreviousNextAnything else we need to know?I agree to the Terms & Conditions and Privacy Policy and agree to receive emails and auto calls and texts about deals at the number & email provided. I understand this consent is not required to purchase.*YesSubmit
