Small Business Information Request

  • Small Business Information Request

  • Format: (000) 000-0000.
  • What services are you interested in?*
  • What type of business tax return do you file?*
  • Are you current on your tax returns?*
  • Are you willing to provide all necessary documents to accurately complete the work?*
  • Do you participate in federally illegal activities, such as sale of illegal drugs?*
  • Do you participate in activities related to futures tradings?*
  • Are you a government entitiy?*
  • Do you utilize Last In First Out for inventory costing?*
  • Do you record transactions or accounts in foreign or crypto currency?*
  • What is your method of accounting?*
  • What accounting system do you use?*
  • Do you track Inventory?*
  • Do you track amount customers owe you (Accounts Receivable)?*
  • Do you track amount you owe vendors (Accounts Payable)?*
  • Do you use contractors/subcontractors?*
  • Do you collect sales tax?*
  • Do you have employees?*
  • Approximately, How many checks do you write a month (including payroll)?*
  • Do you have loans?*
  • Do you own additional businesses that would have transactions between this business and the other business(es) owned?*
  • Do you keep personal transactions separate from business transactions?*
  • Should be Empty: