Bookkeeping Intake Form

  • TIFF 4 TAX Bookkeeping Intake Form

    Complete this bookkeeping intake and scoping questionnaire so we can better understand your business, current setup, and service needs.

  • Business Information

  • Format: (000) 000-0000.

  • Entity Type & Ownership

  • Financial Snapshot

  • Bookkeeping Status

  • Current Bookkeeping Method*
  • How up-to-date are your records?*

  • Cleanup Needs

  • Do you require prior period cleanup?*

  • Banking Accounts

  • Payment Processors

  • Which payment processors do you use?

  • Revenue Streams

  • Payroll

  • Do you process payroll?*
  • Employee Types

  • Tax Compliance

  • Are all required tax filings current?*

  • Risk Assessment

  • Are there any ongoing or past audits?*
  • Have you received any tax notices?*
  • Any other compliance or risk issues?*

  • Services Requested

  • Select services you are interested in*

  • Systems Used

  • Which accounting systems do you use?

  • Communication Preferences

  • Preferred Communication Method*

  • Budget

  • Document Uploads

  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Should be Empty: