Business Tax Business Intake Form Business Tax First Name * Last Name * Email * Business Name * Please select the statement(s) below that best describes your goal in working with us: * I want clean numbers, so I can file my taxes easily each Spring and make Quarterly estimated payments I want to feel confident in my profit & loss numbers on a monthly basis I want to know what the biggest issues facing my business are and how to tackle them I want to know what strategic tax reduction opportunities are available to me I want to outsource my business's entire accounting and finance function, so I do not need to think about it I want detailed analyses that show my business's financial health today, 3 months from now, and 1 year from now What is your annual revenue? * Up to $100k $100k - $150k $150k - $250k $250k - $500k $500k - $1m $1m - $2m $2m - $4m Over $4m What tax classification is your business? * S-Corporation Single owner LLC (Schedule C) Multi-owner LLC (Partnership) Partnership C-Corporation Non-Profit How many shareholders or owners does the business have? * 1 2 3 More than 3 How many employees do you have? * 1 - 2 3 - 10 11 - 20 21 - 50 51 - 100 101 - 200 More than 200 How many business bank accounts (checking or savings) do you have? * 1 2 - 3 4 - 6 7 - 9 More than 9 0 How many business credit cards do you have? * 0 1 2 - 3 4 - 6 7 - 9 More than 9 How many transactions do you have per month? (invoices, customer payments, expenses, purchases) * 1 - 50 51 - 100 101 - 150 151 - 300 301 - 600 More than 600 How many fixed assets does the business have? (Vehicles, equipment purchases greater than $2,500, buildings) * 0 1 2 3 More than 3 How many loans or leases do you have? * 0 1 2 3 More than 3 Do you have inventory accounting needs? * Yes No I'm not sure Do you need help filing 1099s at the end of the year? * Yes No I'm not sure Do you need help filing sales tax or property tax returns? * Yes No I'm not sure Do you have income or franchise tax return filing needs in other states? * Yes No I'm not sure Are you currently using any of the follow accounting software? (Please Select All that Apply) * QuickBooks Online QuickBooks Desktop Xero Gusto QuickBooks Payroll Bill.com QuickBooks Invoicing or Bill Pay Other Software None of these Do you currently work with a bookkeeper to do monthly accounting? * Yes, they are a full time employee Yes, someone on my team does it part time Yes, they have their own bookkeeping firm No, I do it myself How do you currently run payroll for employees? (Please select all that apply) * Question does not apply I use a software such as Gusto or QBO for processing Employees receive direct deposits Some employees receive physical checks I have an admin person who inputs hours, deductions, etc. for employees each pay period Do you currently use a CRM or sales system (Client Relationship Management)? * Yes, but it is not used for invoicing customers Yes, and I also use it to invoice my customers No Are you open to learning more about our other advisory service providers we work with? * Yes, I am open to learning more Not yet, but maybe in the future No Is there any specific information you would like us to know about your business at this time? * What is a good phone number to reach you at? * What is the best way to communicate with you? * Email Text Submit If you are human, leave this field blank. Business Intake Form Business Tax First Name * Last Name * Email * Business Name * Please select the statement(s) below that best describes your goal in working with us: * I want clean numbers, so I can file my taxes easily each Spring and make Quarterly estimated payments I want to feel confident in my profit & loss numbers on a monthly basis I want to know what the biggest issues facing my business are and how to tackle them I want to know what strategic tax reduction opportunities are available to me I want to outsource my business's entire accounting and finance function, so I do not need to think about it I want detailed analyses that show my business's financial health today, 3 months from now, and 1 year from now What is your annual revenue? * Up to $100k $100k - $150k $150k - $250k $250k - $500k $500k - $1m $1m - $2m $2m - $4m Over $4m What tax classification is your business? * S-Corporation Single owner LLC (Schedule C) Multi-owner LLC (Partnership) Partnership C-Corporation Non-Profit How many shareholders or owners does the business have? * 1 2 3 More than 3 How many employees do you have? * 1 - 2 3 - 10 11 - 20 21 - 50 51 - 100 101 - 200 More than 200 How many business bank accounts (checking or savings) do you have? * 1 2 - 3 4 - 6 7 - 9 More than 9 0 How many business credit cards do you have? * 0 1 2 - 3 4 - 6 7 - 9 More than 9 How many transactions do you have per month? (invoices, customer payments, expenses, purchases) * 1 - 50 51 - 100 101 - 150 151 - 300 301 - 600 More than 600 How many fixed assets does the business have? (Vehicles, equipment purchases greater than $2,500, buildings) * 0 1 2 3 More than 3 How many loans or leases do you have? * 0 1 2 3 More than 3 Do you have inventory accounting needs? * Yes No I'm not sure Do you need help filing 1099s at the end of the year? * Yes No I'm not sure Do you need help filing sales tax or property tax returns? * Yes No I'm not sure Do you have income or franchise tax return filing needs in other states? * Yes No I'm not sure Are you currently using any of the follow accounting software? (Please Select All that Apply) * QuickBooks Online QuickBooks Desktop Xero Gusto QuickBooks Payroll Bill.com QuickBooks Invoicing or Bill Pay Other Software None of these Do you currently work with a bookkeeper to do monthly accounting? * Yes, they are a full time employee Yes, someone on my team does it part time Yes, they have their own bookkeeping firm No, I do it myself How do you currently run payroll for employees? (Please select all that apply) * Question does not apply I use a software such as Gusto or QBO for processing Employees receive direct deposits Some employees receive physical checks I have an admin person who inputs hours, deductions, etc. for employees each pay period Do you currently use a CRM or sales system (Client Relationship Management)? * Yes, but it is not used for invoicing customers Yes, and I also use it to invoice my customers No Are you open to learning more about our other advisory service providers we work with? * Yes, I am open to learning more Not yet, but maybe in the future No Is there any specific information you would like us to know about your business at this time? * What is a good phone number to reach you at? * What is the best way to communicate with you? * Email Text Submit If you are human, leave this field blank.
