Get Started with Tax Bundle Services

Get Started with Tax Bundle Services

Services include: Bookkeeping, Payroll, Tax Preparation, Advisory
Getting Started-Contact Information

We would like to assure you are getting the education, services and building healthy relationships that will last when starting accounting bundle services with IT Tax and Business Solutions. Complete the questions below as accurate as possible.
Name (Owner or Authorized Person)*

First NameLast Name
Address (Business Location)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number (Primary contact)
Please enter a valid phone number.
Text Messages (cell phone)
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Name (Partner or Manager)

First NameLast Name
Phone Number (text message) (partner or Manager)
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Email
example@example.com
Overview Questions:

Please complete all questions!
Can you provide a brief overview of your business and the industry you operate in?
What accounting software are you currently using, if any?
What are your main pain points or challenges when it comes to managing your finances and accounting?
Are there any specific financial goals or targets you are aiming to achieve in the next 6-12 months?
Can you share information about your current accounting processes and procedures?
Do you have any specific preferences or requirements when it comes to reporting and financial analysis?
Who will be the main point of contact for accounting-related matters in your organization?
Are there any specific regulatory or compliance requirements that we need to be aware of?
How often do you require financial statements and reports to be prepared?
Do you have any specific expectations or preferences when it comes to communication and updates from our accounting team?
Annual Estimated Revenue (Required for Quotes)*
Privacy Statement:

"We do not disclose any non-public personal information about our customers or former customers to anyone, except as instructed to do so by such customers or as required by law. We restrict access to non-public personal information to professionals necessary for tax preparation and we maintain physical, electronic, and procedural safeguards to guard your non-public personal information."

https://ittaxsolutions.com/private-policy

SMS/Portal Access Disclosures:

By clicking “Submit” I agree to receive recurring information SMS, MMS or Email messages from IT Tax and Business Solutions. My electronic signature authorizes you to send me text messages on my mobile device or landline. I understand that consenting to receive SMS messages is not a condition of purchase or service. This is a standard rate subscription service available on most carriers. Msg & Data Rates May Apply. You may also request more information by texting HELP or sending an email to support@ittaxsolutions.com. Service will continue until customer cancels. Messaging frequency will vary. Any Subscription-Portal Access may be cancelled by texting STOP or email request to cancel. Further disclosure at Terms & Conditions and Privacy. https://ittaxsolutions.com/private-policy

IT Tax and Business Solutions LLC

5425 N 103rd Street, Suite 4, Omaha NE 68134

402-933-9700 taxadvisor@ittaxsolutions.com

Contact: Irene Tryon, Tax Advisor
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Get Started with Tax Bundle Services

Getting Started-Contact Information

Overview Questions: