New Client Intake Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company Information
Company Name
*
Company Website
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
*
Year your company began operations
-
Month
-
Day
Year
Year
Your job title
Number of employees including you
*
Company Structure
*
LLC, LLC (S-Corp), LLC (Partnership), S-Corp, C-Corp, Partnership, Sole-Proprietor
File federal taxes
On a cash basis
Accural
Last year's annual revenue
*
This year's anticipated revenue
*
Your current CPA/Accountant/Tax Preparer
What bank is your main business account with?
Accounting Information and Needs
Accounting software you use (if any)
If QuickBooks, please indicate Desktop or Online
Payroll software or company (if any)
Number of bank accounts you have
*
Number of credit cards you have
*
Number of transactions you have each month on average
Number of checks you write each month on average
Do you pay 1099 vendors?
Yes
No
What software do you use for billing, if any?
Do you need help with collecting, filing, and paying sales tax?
What are some of your biggest pain points right now?
*
How often do you encounter those problems?
What have you done so far to solve those problems (if anything)? Why didn't they work?
How can we help? What you're hoping to get out of this relationship?
*
Anything else we should know?
Please verify that you are human
*
Submit
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