SMALL BUSINESS TAX and BOOKKEEPING

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Select your Representative or, who referred you.
Please Select
Please Select
1. From Customer
2. From online
3. Clifton Rutty
4. Clifton Rutty/Racquel Grant
5. Tony Parton
3
Business Information
4
Type a of corporation
Please Select
Please Select
Sole Proprietor
Partnership
LLC
C-Corporation
S-Corporation
5
Business EIN
6
Client Full Name ("1st Client")* This field is required.
First Name
Last Name
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Client Full Name ("2nd Client")* This field is required.
First Name
Last Name
8
E-mail * This field is required.
9
Phone Number* This field is required.
Area Code
Phone Number
10
Preferred Method of Contact
Please Select
Please Select
Phone
Email
Text
11
Business Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Please tell us about your business. How long in business? Describe the nature of the business activity. If more than one owner, describe the role of each owner and percentage share in the business.
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Fiscal year end Date
Date
Month
Day
Year
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Select all that apply: Tell us about Banking & Payments
Separate business account
Business credit card
Accept cash
Accept Checks
Accept online payments
Pay bills with cash
Pay bills with checks
Pay bills with credit cards
Use lines of credit
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Select all that apply: Bookkeeping & Records
QuickBooks
Excel
Manual Ledger
Other
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Select all that apply: Frequency of record keeping?
Daily
weekly
Monthly
Rarely
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Do you reconcile bank accounts?
yes
No
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Select all that apply: Do you have complete financial records for this year?
Yes-QuickBooks/Software
Yes-Paper / Spreadsheet
No-Need Assistance
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Payroll: Do you have employees?
Yes
No
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Do you use a Payroll Service provider?
Yes
No
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Select all that apply: Type of compensation
W2 Compensation
1099 NEC Compensation
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Number of staff members on payroll?
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Select all that apply: Taxes and Filings
Prior year tax returns have been filed
Prior year tax returns have not been filed
Do you collect or remit sales tax?
Do you have inventory (check the box if yes)
Any major equipment purchase this year? (Check the box if yes)
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Select all that apply: Other information
Do you track business mileage/vehicle expenses? (Check box if yes)
Do you have inventory? (Check box if yes)
25
Additional Questions, Concerns, or challenges:
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I agree to all of the above, Signature* This field is required.
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