Register Your Business
Please provide all required details to register your business with us.
How did you hear about us? For new clients only.
Please be specific ie-Cannabis seminar, Facebook group for business, etc.
If you're a sole proprietor just type your name.
City & State
What services does your business provide?
Nail Tech Licensed
Online Retail Store
Real Estate Agent
Real estate invest
(Move down the list for more options).
Type of Entity?
1 MEMBER LLC
If a partnership, did you file a 2 member LLC with the state your business is in?
If you're taxed as a S-corp, do you have the S-corp letter that you received from the IRS?
How much revenue did you earn for the tax year you're looking to file?
Did you receive a 1099-Misc for your business?
Did you take credit cards in your business?
If an all cash business, how did you track sales?
(Zelle, Cash app, by number of items sold each day, etc.)
How did you do bookkeeping?
Wrote in ledger/notebook
Other Accounting Software
Are you planning on purchasing a home to live in this year, or within the next 2 years?
Are you only filing to get the PPP loan?
When is the last time you filed your business taxes?
Please tell us anything important that you feel we should know.
Should be Empty: