Business Tax Questionnaire

Business Tax Questionnaire

Please share your business and contact details so we can understand your needs and provide a personalized quote.
Contact Person Full Name*

First NameLast Name
Business Name*
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Business Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Type of Business Entity*
How many owners (partners or shareholders) does the business have?

1 (single owner)234 or more
Briefly describe your business and what it does*
What year did you start your business?*
Did your business purchase any equipment, furniture, vehicles, or other large assets during 2025? (Examples: computers, machinery, office furniture)

YesNo
Did you use part of your home regularly and exclusively for your business during 2025?

YesNo
Did your business pay any employees during the year?

YesNo
Estimated Annual Revenue Range*
All information is confidential.
Do you have bookkeeping records that summarize your business income and expenses by category for the year?

Yes — I keep my books myself (manual records or spreadsheets).Yes — I use accounting software (QuickBooks, Wave, Xero, etc.).No — but I have bank and/or credit card statements for the year.No — I will need help organizing or creating my bookkeeping records.
Who referred you to us? (Please share their name if someone did)
We like to thank clients who refer us.
Is there anything else we should know or specific questions you have?
Should be Empty: