Solopreneur questions

Solopreneur Questions

Hello! Please answer these questions and remember to click SUBMIT at the end.
Your name

First Name Last Name
Your business name
Business structure (n/a, LLC, S corp, etc)
Monthly or annual (please specify which) gross revenue
Briefly describe the nature of your business
Business address

Street Address

Street Address Line 2

City State

Zip Code
Your email
Your phone number

Area Code Phone Number
Today's date

Month Day Year
Do you have a business partner or partners?
Do you have an employee or employees?
Where do you bank?
What types of bank accounts do you have? Check all that apply

Personal checking Business checking Personal savings Business savings
Do you have a business credit card? And/or do you use a personal credit card for business expenses? Please explain:
Do you have a retirement plan set up for yourself?
If so, are you saving to it every year?
What type of retirement account do you have (if you have one)?

Traditional IRA Roth IRA SEP IRA Solo 401k Not sure
How old is your business?
Do you use accounting software? If so, tell me what you use:
Do you like it/is it working for you?
Do you pay quarterly taxes?
Do you have a tax preparer or CPA? If so, please tell me their name.
Great, thank you! Please remember to hit the "Submit" button below or I won't receive your answers.
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Solopreneur Questions