Name *

First Name

Last Name

Business Name

First Name

Last Name

Age of Business

I have not started my business yet.

My business is brand new to a year old.

2-4 years.

5+ years.

Type of Business

Sole Proprietor/1099 Independent Contractor

LLC

PLLC (Partnership)

Inc.

S Corp

C Corp

I'm not sure.

Accounting/Tax Method

Cash

Accrual

I'm unsure.

Type of Year

Calendar Year (ex.: January 1st to December 31st)

Split Year (ex.: July 1st to June 1st)

I'm not sure.

Bookkeeping

I do my own bookkeeping.

I hire someone to do my bookkeeping.

I'm brand new and haven't done anything about my business's bookkeeping yet.

Accounting

I do my own accounting work.

I hire someone to do my accounting work.

I'm brand new and have not had accounting work done yet.

Annual Taxes

I do my own taxes online.

I hire a tax preparer in-person.

I have an accountant do my taxes.

I hire a remote tax preparer.

I haven't had to do taxes yet.

I need info about personal taxes.

Which services are you interested in?

Initial Consultation Meeting

Bookkeeping/Accounting

Clean Up of the Books (Pass on your "shoebox" of receipts to me)

Tax Preparation

Financial Reports (monthly/quarterly/annually)

Filing of Forms (1099-NEC)

Software Being Used For Accounting/Bookkeeping

QuickBooks Desktop (expired)

QuickBooks Online

Excel

Xero

FreshBooks

I'm unsure.

None.

Other