Pre-discovery Call Questionnaire
We would love to get to know your business!
What is the legal name of the business?
Which state is the business located in?
Please describe what services your business provides?
Which tax form does your business file?
Schedule C, E, or F attached to a 1040
1065 for partnership
1120 S for S-Corporation
1120 for C-Corporation
990 for non-profit
How many bank accounts do you use for your business?
How many credit cards do you use for your business?
Do you use any of the following?
PayPal
Square
Stripe
Venmo
Another payment processor
Payroll services or an accountant who runs payroll for you
CRM or invoicing system (Dubsado, Honey, etc.)
Any bank loans, lines of credit, or SBA loans
How many deposits are made in your business each month?
How many withdrawals and credit card charges do you have each month including personal transactions and draws that come out of accounts used for business?
How many checks (paper or electronic) are included in the answer to number 9?
Please state what services you are looking for and what your business needs help with.
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