Book A Call Book a Call FormClient QuestionnaireCompany NameFirst NameLast NameEmail AddressPhone/MobileHow did you find about us?- Select -Social MediaWord of MouthOtherAccounts Do you have any employees? Yes No Contractors OnlyDo you have any credit cards? If so, how many? 1 2 3 N/A 4 or more.Do you have any loans (includes loans that were paid off during the year)? N/A Auto Mortgage (business only) SBA Startup Equipment OtherPayroll Do you have any employees? Yes No Contractors OnlyIf you answered yes to the above question, what payroll company do you work with? N/A Quickbooks Online Payroll ADP Paychex Gusto CPA Other Do you carry Worker's Compensation? Yes No Not sure. I'm not required to.Taxes When was the most recent year you filed your federal taxes?What is your entity type? Sole Proprietor SM-LLC MM-LLC Partnership LLP S-Corp C-Corp NonprofitDo you collect sales tax? Yes No Only on some items/services.If so, are you up to date on your sales tax filings? Yes No Not sure. N/AHow often are you required to report your sales tax? N/A Monthly Quarterly AnnuallyOther Do you have any fixed assets (capital purchases >$2,500 individually)? Yes No Maybe Not sure.Do you have any Accounts Receivable? Yes No What's Accounts Receivable?If so, do you sell your Accounts Receivable to an outside company to pay you immediately (known as Factoring)? N/A Yes NoWhen paying your bills, do you record them as expenses from the bank feed or do you enter them as bills in Accounts Payable? Expenses Accounts Payable What's a Bank Feed?Do you carry inventory? Yes No Not sure.Please list all third-party apps you use for sales (PayPal, Venmo, Square, Stripe, Amazon, Shopify, etc.)What is your situation? PreviousNext Previous Submit Form
