Discovery Form
Discovery Form
Please Select
New Client
Existing Client - Inquiring Additional Services
Email
*
First Name
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Last Name
Cell
*
Legal Business Name
*
Industry
*
What is your business' annual gross revenue?
*
Under $250K
Over $250K
Other
What type of tax entity is your business?
Sole prop LLC (you would file your biz taxes as a schedule on your personal 1040 form)
Single member LLC (you would file your biz taxes as a schedule on your personal 1040 form)
Partnership or multi-member LLC (you would file form 1065, which is a separate biz tax return)
LLC filing as an S or C corp? (you need to file a bix tax return Form 1120 S or C)
What type of services are you looking for?
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One-time clean up of bookkeeping
Year-round bookkeeping
Tax Filing and/or Tax Advisory
Strategic Planning (CFO Services)
Field Service app selection process or implementation
Conversion from another software to QuickBooks Desktop or Online
Other
Are you looking to set up time tracking or manage your employees in the field?
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Yes
No
Maybe
What version of QB are you using?
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QB Desktop
QB Online
Other
What Merchant Services or Sales Channels do you currently use?
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Intuit or QB Payments
Square
Paypal
Amazon
Etsy
Other
Do you have payroll already?
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Yes
No
If yes, then which Payroll company are you using and how many employees do you have?
Do you currently have a bookkeeper?
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Yes
No
Other
Are you willing to use an outsourced team all or part of our engagement?
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Yes
No
Maybe
Are you willing to use our Client Hub Portal?
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Yes
No
Maybe
Were you happy with your CPA or Tax Filer last year?
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Yes
No
Other
Are you looking for more in depth Tax Advisory?
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Yes
No
Other
Do you want to calculate reasonable compensation for your business?
Yes
No
Do you want to sign up for our Audit Protection Plan?
Yes
No
Do you need a CPA to file your business and/or your personal taxes?
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Yes
No
Other
Are you ready to strategize your business goals?
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Yes
No
Maybe
How did you hear about us? Who referred you?
*
Radio ads
Website search
Referral from a friend or collegue, please enter name below
EWomen's Network
CVEDC.org or other state grant program
Other
Are you willing to act ethically, according to IRS & State tax laws?
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Yes
No
Other
Do you have any tax debt (IRS or state) we would need to know about or help you get resolved?
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Yes
No
Are you willing to stay timely on your responses to us so we can keep on schedule with your quarterly, monthly review or on our consulting work?
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Yes
No
Are you willing to act now on your business goals?
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Yes
No
Are you in a rush to get your project or conversion done?
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Yes
No
Other
If yes, what is your deadline?
Is there something else you would like to tell us so we have a better understanding of your situation?
Submit
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