Contact Usadmin2025-04-21T08:03:29+00:00 1. Personal Information Full name Business name Primary Contact Number Email address Preferred Contact method EmailPhone 2. Business Details Type of Business Entity: Sole ProprietorshipPartnershipLLCCorporation (S-Corp, C-Corp)NonprofitOther 3. Services needed Please check all services you are interested in: Tax Preparation and FilingBookkeepingPayroll ProcessingFinancial Statement PreparationBusiness Advisory ServicesAssist with capital raiseFinancial ModelingAudit or Assurance ServicesBudgeting and ForecastingAccounting Software Setup 4. Current Accounting Setup Name of Software: QuickBooks OnlineQuickBooks Desktop/EnterpriseNetSuiteXeroSage IntacctFreshBooksOther If other Do you have an in-house accountant or bookkeeper? YesNo Are your financial records up to date? YesNo 5. Tax Information Have you filed taxes for the previous year? YesNo Do you have any pending tax issues? YesNo
