Accountant Scoping Form

  • Service Scope Form

    • Prospect Client Contact Information 

    • Prospect Client Information

    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Accounting/Bookkeeping/Write-up Section 

    • Accounting/Bookkeeping/Write-up

    • Payroll Section 

    • Payroll

    • Sales Tax Section 

    • Sales Tax

      Business sells products for which it must file sales tax
    • Business Tax Returns Section 

    • Business Tax Returns

    • Business Advisory Section 

    • Business Advisory

    • Individual Tax Returns Section 

    • Individual Tax Returns

    • Rows
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    • Accountant's Notes

    • Required Documents List Section 

    • REQUIRED DOCUMENT LIST

    • The following is a list of documents that will be required to finalize scope of work evaluation and derive a service proposal.

      Click print to keep a copy of the list of documents for your refernce.

      After submitting this form, please gather the documents in the list and upload them thourgh our secure portal.  Make sure to accurately enter your name and email on the secure portal to link your scoping form submission to the documents.

    • Last 3 months statements for checking account(s)

    • Last 3 months statements for saving account(s)

    • Last 3 months statements for credit card account(s)

    • Last 3 months of Business Orders, Invoicing and/or Payments Receipt system reports

    • Most recently filed Business Tax Returns

    • Most recently filed Individual Tax Returns

    • Statements for foreign assets

      Bank Accounts, Brokerage Accounts or Stocks, Mutual Funds

    • Virtual currency (Cryptocurrency) transactions statements and reports

    • Collapse Stopper 
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    • Should be Empty: