Language
English (US)
Chinese
Top Wealth Group Bookkeeping & Payroll Client Intake Form
TEL: 737-888-0626 EMAIL: AARONLEETOPTAX.COM
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Please choose which one do you want to be contacted by
*
Phone
Email
Does not matter
Other
Company Information
Company Name
*
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
*
Starting date of your company
*
-
Month
-
Day
Year
Date
Your job title
*
Number of employees including you
*
Type of your company
*
LLC, S-Corp, C-Corp, Sole-Proprietor
Your CPA and the firm they are with
What bank is your main business account with?
*
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Number of check/debit transactions you have each month
*
Do you pay 1099 vendors?
*
Yes
No
Approximately, how many invoices do you generate each month?
Please select the ones that appropriate to you
*
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of bank accounts you have
*
Number of credit cards you have
*
Do you have any experience to work with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
*
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Bookkeeping
Payroll
Business Consulting
City Tax Reporting
Other
Please give details about to service(s) you want from us
*
Additional information we should know
Please verify that you are human
*
Submit
Should be Empty: