Business Tax Questionnaire

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.
Business Owner *

First Name Last Name
Business Name *
If you're a sole proprietor just type your name.
Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Contact Number *

Area Code Phone Number
E-mail *
What services does your business provide? *
(Move down the list for more options).
Type of Entity? *
If a partnership, did you file a 2 member LLC with the state your business is in?

Yes No
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, 1099-NEC,or 1099-K for your business? *

Yes No
Did you take credit cards in your business? *

Yes No
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?

Didn't do Used Bank Wrote in ledger/notebook Quickbooks Other Accounting Software
Are you planning on purchasing a home to live in this year, or within the next 2 years? *

Yes No
Are you only filing to get the PPP loan?

Yes No
When is the last time you filed your business taxes? *
Please tell us anything important that you feel we should know.
Should be Empty:

Register Your Business