Small Business Information Request
Company Name
*
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
EMAIL:
*
example@example.com
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What services are you interested in?
*
Monthly Bookkeeping
Payroll
Annual Training/Support
Cleanup Accounting
Tax Return
Contractor Filings (1099)
Compliance
Sales Tax Return
New Business Setup
HELP! I don't know what I need
Describe your principal business activity.
*
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What type of business tax return do you file?
*
Partnership (1065)
S-Corporation (1120S)
Sole Proprietor (1040 Sch. C)
Corporation (1120)
Do Not Know
Other
Are you current on your tax returns?
*
Yes
No
Are you willing to provide all necessary documents to accurately complete the work?
*
Yes
No
Do you participate in federally illegal activities, such as sale of illegal drugs?
*
Yes
No
Do you participate in activities related to futures tradings?
*
Yes
No
Are you a government entitiy?
*
Yes
No
Do you utilize Last In First Out for inventory costing?
*
Yes
No
Do you record transactions or accounts in foreign or crypto currency?
*
Yes
No
What is your method of accounting?
*
Cash
Accrual
Do Not Know
What accounting system do you use?
*
QuickBooks Online
QuickBooks Desktop Pro/Premier
QuickBooks Enterprise
QuickBooks Point of Sale
Xero
Nothing; Need Help!
Other
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Do you track Inventory?
*
Yes
No
Do you track amount customers owe you (Accounts Receivable)?
*
Yes
No
Do you track amount you owe vendors (Accounts Payable)?
*
Yes
No
Do you use contractors/subcontractors?
*
Yes; I file 1099s
Yes; Need help filing 1099s
No
Do you collect sales tax?
*
No
Yes; current on filings
Yes; not current on filings
Not sure/Need Help
Do you have employees?
*
No
Yes; QuickBooks Payroll
Yes; Paychex/ADP
Yes; Gusto
Yes; Other
Yes; Square
Approximately, How many checks do you write a month (including payroll)?
*
None/Rarely
1 - 20 checks
20 - 50 checks
50 - 100 checks
100+ checks
Do you have loans?
*
Yes
No
Do you own additional businesses that would have transactions between this business and the other business(es) owned?
*
Yes
No
Do you keep personal transactions separate from business transactions?
*
Yes
No
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Did we miss anything? Please provide any more details/comments/suggestions necessary.
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