New Business Interview English English Spanish Please enable JavaScript in your browser to complete this form.LayoutName *FirstLastEmail *Company / Business NameWhat is your Job Title?PhonePreference for Communication?Phone CallTextEmailWhen was your bussines created?Briefly Describe what your business doesAddress 1Address 2LayoutCityZip CodeStateLayoutHow many employees does your business have?When was the last year filed a tax return?How have you filed your tax returns in the past?How many bank accounts does you company have?12345 or MoreDoes your business have credit card? If yes how many? Does your business have loans or line of credits if so how many? Do you have inventory if so what software do you use to track it?What Accounting software do you use? (Ex Quickbooks online or Quickbooks Desktop)What type of entity is your business?Individual / Sole-Propietor or Single Member LLCS CorporationC CorporationPartnershipLLC Classified as S corpLLC classified as C CorpLLC classified as PartnershipDo not knowDo you have 1099 vendorsYesNoDo you have W'2 EmployeesYesNoDo you collect sales Tax?YesNoWhat type of services are you looking for us to provide?BookeepingPayrollFinancial StatementsSmall business consultingTax PreparationState Tax ReportingBusiness start up assistanceOtherWhat are your biggest concerns and what areas are you wanting to get help with me most?Anything comment or anything else we should know?Any file you would like us to have? Click or drag files to this area to upload. You can upload up to 8 files. Single Line TextSubmit
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