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Company

Company Name*

Address 1*

Address 2

City*

Zip Code*

Contact

Telephone*

Fax

Contact Person

Email*

Company Information

EIN or SSN?* EIN SSN

EIN/SSN Number*

Business Type:* Sole Proprietorship
Partnership
Single Member LLC
Multiple Member LLC
S Type LLC
S Corporation
C Corporation
Non Profit
I Don’t Know

Payroll Information

Company currently has payroll?* Yes No

If No, do you need a payroll quote as well? Yes No

Are you up to date on your current tax filing?* Yes No

If No, we help our customers get up to date and in compliance on all tax filing. Do you need help in this area as well? Yes No

Monthly Books Q&A

How many Company Bank Accounts do you have? (Checking/Savings/Line of Credit)*

RE: Main Checking Account - how many pages in your last statement?*

Do you use Company Credit Card Accounts?* Yes No

If yes, how many?

Do you make any Cash Payments?* Yes No

If Yes, do you maintain a Cash Receipts Journal or have the cash receipts? Yes No

Do you have a list of your Current Assets?* Yes No

If no, a copy of your last filledTax Return will give us what we need. Do you have a copy available? Yes No

Do you charge Sales Tax?* Yes No

Do you pay Workers Compensation Insurance?* Yes No

Do you carry General Liability?* Yes No