Business Assessment

1
Name* This field is required.
First Name
Last Name
2
Company Name
Legal Name
DBA
3
EIN Number12-3456789
4
Entity TypeTax Filing Entity Type
S-Corp
C-Corp
LLC Partnership
Sole Proprietorship
Not For Profit
Other
5
Documents Of IncorporationFederal and State Formation Documents
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6
Prior Years Tax Returns - 3 YrsBusiness and Personal
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7
Profit & Loss and Balance SheetPrior year and Current Year to date.
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8
Do You Have A Current Payroll Provider?
Yes
No
9
Are You Required To File Sales Tax Reports?
Yes
No
10
Yes, I understand that BSM Accounting Services will assess my financial information and data as a courtesy and with the intent of moving forward with our services. One courtesy assessment per entity per individual, any additional assessments will be billed a fixed fee of $1,500 per entity. Assessments typically take 4-7 business days. Once your company assessment is complete, we will schedule a shared on-line meeting to discuss findings, strategy, and offers. Please note no written report will be provided.* This field is required.
11
Signature* This field is required.
Should be Empty: