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 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*
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?
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?*

YesNo
Did you take credit cards in your business?*

YesNo
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 doUsed BankWrote in ledger/notebookQuickbooksOther Accounting Software
Are you planning on purchasing a home to live in this year, or within the next 2 years?*

YesNo
Are you only filing to get the PPP loan?

YesNo
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