Business Intake Form

Tell us a little about your business and your tax needs. We’ll review your information and provide recommended services along with an estimate, helping you make informed decisions before your consultation.

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? *

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? *

2 - 3

4 - 6

7 - 9

More than 9

How many business credit cards do you have? *

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) *

More than 3

How many loans or leases do you have? *

More than 3

Do you have inventory accounting needs? *

Yes

I'm not sure

Do you need help filing 1099s at the end of the year? *

Yes

I'm not sure

Do you need help filing sales tax or property tax returns? *

Yes

I'm not sure

Do you have income or franchise tax return filing needs in other states? *

Yes

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

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

Current Financial Advisor Name and Firm (optional)

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? *

Text

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? *

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? *

2 - 3

4 - 6

7 - 9

More than 9

How many business credit cards do you have? *

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) *

More than 3

How many loans or leases do you have? *

More than 3

Do you have inventory accounting needs? *

Yes

I'm not sure

Do you need help filing 1099s at the end of the year? *

Yes

I'm not sure

Do you need help filing sales tax or property tax returns? *

Yes

I'm not sure

Do you have income or franchise tax return filing needs in other states? *

Yes

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

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

Current Financial Advisor Name and Firm (optional)

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? *

Text

If you are human, leave this field blank.