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English (US)
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DATOS BASICOS DE LA EMPRESA
Business Name
Business Location
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Main Contact Info
Contact Email
example@example.com
Main Contact Number
Please enter a valid phone number.
Format: (000) 000-0000.
Website
Do yuo have a mailing Address?
Yes
No
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Entity Formations Date
-
Month
-
Day
Year
Month-Day-Year
State in which the business is registered.
*
How do you prefer to be Contacted?
*
By Phone Call
WhatsApp
Regular Text
E-Mail
In person (Office)
Is this a Brand New Business?
Yes
No
Stablished
Open but Inactive
My business was revoked by the state
Other
What Type of Entity is your Buisness?
*
LLC (Partnership)
LLC (Single Member)
Corporation ( C-Corp)
Corporation (S-Corp)
Sole-Proprietorship
NO - Non-Profit
No sure
What Income Tax Form does your business file?
*
1040 - Sch. C
1065 Partnership
1120 Corp.
1120S S- Corp.
990 - NP
No sure
Briefly explanation of entity commercial activity
Describe your services, activities or products
OWNERSHIP DETAIL INFORMATION
How Many Partners on he Business?
1
2
3
PARNER NUMER 1 - INFORMATION
First / Last Name
Ownership Percentage %
Email
example@example.com
Address
Street Address Line 2
Type of Partner
General Partner
Limited Patrner
Foreign Partner
PR
Final
Passive
Resident
Non-Resident
Part Year Resident
PARNER NUMER 2 - INFORMATION
First / Last Name
Ownership Percentage %
Email
example@example.com
Address
Street Address Line 2
Type of Partner
General Partner
Limited Patrner
Foreign Partner
PR
Final
Passive
Resident
Non-Resident
Part Year Resident
PARNER NUMER 3 - INFORMATION
First / Last Name
Ownership Percentage %
Percentage %
Email
example@example.com
Address
Street Address Line 2
Type of Partner
General Partner
Limited Patrner
Foreign Partner
PR
Final
Passive
Resident
Non-Resident
Part Year Resident
BOOKKEEPING INFORMATION
What is the status of your current financial records?
Accounting is up to date
Need catch up accounting (Go back more than one years)
Business Taxes are current and have been filed on time.
I Need a Consultation
Other
In case of existing bookkeeping, are all accounts reconciled?
Yes
No
Not Sure
I need a revision
Is the Balance Sheet matching the last year Income Tax?
Yes
No
Not sure
I Need a revision
Name of the bank you do business with
How many Bank accounts do you have?
Do you have online banking?
Yes
No
How many Credit card accounts do you have?
Do you have online access to credit card account ?
Yes
No
Other
SALES TAX
Business Collect Sales Tax?
Yes
No
Are you current with the Sates Tax Returns?
Yes
No
I owe Sales Tax
EMPLOYEES
Do you have employees?
Yes
No
What Payroll Service Provider you use to run your payroll:
ADP
Paycheck
Gusto
Heartland
Quickbooks
In-house By my Accountant
MySelf
Other
INSURANCE COVERAGE
Select all the Insurance coverage your business have:
General Liability
Workers Compensation
Umbrella
Truck/Van/Auto
I have just applied
None
ACCOUNT RECEIVABLES
Do you prepare Estimates / Proposal to your clients?
Yes
No
I am interested
Do you send invoices to your clients?
Yes
No
I am interested
Do you need to write Client or Independent contracts?
Yes
No
Maybe
Do you have clients who own you Money?
Yes
No
Maybe
Do you owe money to your providers?
Yes
No
Any concern? Please leave your comments
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