Client Financial and Business Information Form
Please provide your detailed personal, financial, and business information to help us serve you effectively. All information is kept confidential.
Personal Information
Tell us about yourself.
First Name
*
Last Name
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Financial Details
Provide your recent financial information.
Primary Income Type
*
Please Select
W2
Business Owner
Both
Marital Status
*
Please Select
Single
Married
Divorced
Widowed
Filing Type
*
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Do you currently have a CPA or Tax Professional?
Yes
No
Biggest Tax Concern Right Now
Primary Financial Goal
Gross Income 2024
Net Income 2024
Tax Liability 2024
Gross Income 2023
Net Income 2023
Tax Liability 2023
Gross Income 2022
Net Income 2022
Tax Liability 2022
Business Information
Tell us about your business and property ownership.
Business Name
Business Type
Please Select
Sole Proprietor
Partnership
Corporation
LLC
Other
Business Ownership Structure
How long have you been in business?
Business Industry
Do you own rental property?
Yes
No
Number of Properties
Number of Doors
Property Type
Number of Long Term Rentals
Annual Long Term Rental Income
Number of Short Term Rentals
Annual Short Term Rental Income
Bookkeeping & Accounting
Share your bookkeeping and accounting details.
Have you had prior bookkeeping?
Yes
No
If YES - Bookkeeping software used
If YES - Date books reconciled up to
-
Month
-
Day
Year
Date
If YES - Are we taking over from another bookkeeper?
Yes
No
Do you offer services or sell products?
Yes
No
If selling products - do you make or resell?
Make
Resell
If selling products - Retail or Wholesale?
Retail
Wholesale
If selling products - Where do you sell?
Online sales platforms used
Do you collect sales tax?
Yes
No
Sales tax filing schedule
Please Select
Monthly
Quarterly
Annually
Employees & Contractors
Information about your employees and contractors.
Do you have employees?
Yes
No
Number of Employees
Payroll processor used
Workers Comp policy requiring reporting?
Yes
No
Do you hire subcontractors requiring 1099s?
Yes
No
If YES - Number of subcontractors paid annually
Financial Accounts & Preferences
Let us know about your account usage and preferences.
Accounts used (check all that apply)
Checking
Savings
Credit Card
Loan
Investment
How often do you want your books updated?
Please Select
Weekly
Bi-weekly
Monthly
Quarterly
Need help invoicing and collections?
Yes
No
Need help with bill payments?
Yes
No
Use personal accounts for business purchases?
Yes
No
Use shared task sheets?
Yes
No
Additional Information
Anything else you'd like us to know?
Anything else we should know before working together?
Submit
Should be Empty: