Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Legal Business Name:DBA (if any):Entity Type:Sole ProprietorLLCPartnershipS-CorpC-CorpNonprofitEIN:Business Industry:Business Address:Phone Number:Email:Owner/Shareholder Names & Ownership PercentagesSection 2 - Engagement Scope What years do you need bookkeeping & tax filing for?2022202320242025Ongoing monthly bookkeepingHave any tax returns been filed for these years?YesNoUpload any previously filed tax returns. Click or drag a file to this area to upload. Has any bookkeeping been done for these years?Has any bookkeeping been done for these years?YesNoSection 3 - Financial Accounts List all business bank accounts used since 2022 (include bank name + last 4 digits). (copy)Do you have business loans or financing?YesNoUpload loan agreements or financing documents. Click or drag a file to this area to upload. Section 4 - Accounting System Which accounting software do you use?QuickBooks OnlineQuickBooks DesktopXeroWaveFreshBooksExcelNoneDo you track accounts receivable?YesNoDo you track accounts payable?YesNoDo you have inventory?YesNoDo you have fixed assets?YesNoUpload purchase receipts or depreciation schedules. Click or drag a file to this area to upload. Section 5 - Income Details Describe how the business earns revenue.Which revenue platforms do you use?ShopifyPayPalStripeSquareEtsyAmazonOtherSingle Line TextDo you issue invoices? If yes, through which system?Section 6 - Expense Details Do you use any expense-tracking apps?QuickBooks ReceiptsDextExpensifyOtherSingle Line TextDo you pay contractors?YesNoDo you have W-9s for contractors?YesNoDo you have employees?YesNoPayroll ProviderGustoADPPaychexQuickBooks PayrollOtherSingle Line TextSection 7 - Sales Tax & Compliance Are you required to collect or remit sales tax?YesNoAre sales tax returns filed for 2022-present?YesNoUnsureSection 8 - IRS & State Notices Have you received IRS or state notices?YesNoUpload copies of notices. Click or drag a file to this area to upload. Section 9 - Previous Accountant Did you have a prior CPA/bookkeeper?YesNoDo you have prior-year tax returns?YesNoNeed help locatingUpload prior-year returns (if available). Click or drag a file to this area to upload. Section 10 - Business Operations Do you have company vehicles?YesNoDo you track mileage?YesNoDo you own business property or real estate?YesNoList major purchases/sales since 2022 (equipment, property, etc.).Any of the following?Crypto transactionsForeign bank accountsInternational business activityNoneSection 11 - Expectations & Preferences Which services do you need?Bookkeeping cleanup (2022-present)Monthly bookkeepingBusiness tax preparationPersonal tax preparation (if passthrough)PayrollSales tax filingsTax planningPreferred communication methodEmailPhoneTextClient PortalHow quickly do you need the work completed?ASAP (urgent compliance)Within 30 daysStandard timelineSection 12 - Document Uploads Upload any of the following (multiple files allowed): Bank statements, Credit card statements, Loan documents, Payroll reports, Sales tax filings, IRS/state notices, Bookkeeping files (QBO, Xero, etc.). Submit
