GET STARTEDPlease read the form below and fill it out completely. This will start the process of working together. Name * First Name Last Name Email * Phone * (###) ### #### Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Business Website * http:// 1. Have you ever worked with a CPA before? Yes No If you answered yes, please share your thoughts about your experience with a CPA and what you are looking for in a new CPA relationship. What type of business entity do you own? * I am not a business owner C Corporation LLC Single Member LLC Multi Member LLC with S Corporation Tax Election Partnership Sole Proprietorship Non-Profit What is the legal name of your business? * What does your business sell? * Check all that apply Products Services What system are you currently using to track the money flowing in and out of your business and create financial reports? * I'm not a business owner I don't have a system Freshbooks Quickbooks Wave Zero Google Docs Other Which services are of interest to you? * Check all that apply Business Taxes Business Consulting Personal Taxes Accounting and Bookkeeping Number of Employees * What were your total sales over the past twelve months? * $ Date for when your business was formed/began operation * MM DD YYYY Have specific questions? Looking for services not listed on the website or this form? Tell us more. * How did you hear about us? * Thank you!
