Business Tax Questionnaire

Business Discovery Questionnaire.

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Contact Number*

Area CodePhone Number
E-mail*
When did you business start earning revenue? Month & Year. If you haven't started yet, please respond with NA. *
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?

YesNo
If you're taxed as a S-corp, do you have the S-corp letter that you received from the IRS?
Did you accept credit cards as payment from your customers?*

YesNo
Did you accept PayPal as payment from your customers?*

YesNo
How did you do bookkeeping?*

Didn't doWrote in ledger/notebookUsed Bank Account & Bank StatementsTracked with ZelleTracked with CashAppQuickbooksOther Accounting Software
How much revenue have you earned, or do you expect to earn this year?*

0-$5,000$5,000-15,000$15,000-$50,000$50,000+NOT SURENONE, BUSINESS JUST STARTING
Please tell us anything important that you feel we should know.
Should be Empty:

Business Discovery Questionnaire.