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New Client, New Business Questionnaire
Contact Information
*
Legal Name of Business Owner
*
Legal Address of Business Owner (include city, state, and zip)
*
Business Phone
*
Cell Phone
*
Email Address of Owner
*
Physical Address of Business (include city, state, and zip)
*
Have you made an election to be taxed as an S-corporation?
NO
YES
General Info
*
Have you filed personal and business returns for 2016?
NO
YES
*
Do you have an EIN?
NO
YES
*
Do you process your own payroll in-house?
NO
YES
*
What accounting platform/software are you currently using?
*
Please indicate the types of accounting services you require (select all that apply):
Tax planning
Individual tax returns - Federal
Individual tax returns - State* (please list states in section indicated below)
Business tax returns - Federal
Business tax returns - State* (please list states in section indicated below)
Financial statement compilation
Financial statement review
Outsourced CFO consulting services
Other** (please fill out in section indicated below)
*If you indicated you require individual or business state tax returns to be filed, please list each state where you have a presence.
**If you indicated other above, please clarify:
If you do not process your payroll in house, who is your provider?
*
Please provide a detailed description of the products and services you sell:
*
How do you bill for these products and services (upon shipment, as services are delivered, billed hourly, etc.)?
*
Please describe your types of customers:
*
Do you charge sales tax currently? If so - please list each state for which you currently charge sales tax
*
If you are charging sales tax, have you remitted sales tax to the respective taxing authority and filed sales tax returns? How often do you do this?
*
Please provide a list of states where you are registered as a business:
*
If you do not currently have an accounting system, we can help set you up on QuickBooks. Please review the list of accounts (attached above) and let us know additional info you need to track monthly.
*
If you have multiple businesses, is it important for you to look at consolidated results?
select one
Yes
No
Maybe
*
Do you have loan covenants or financial reporting requirements with banks, bonding companies, or others? Please describe
*
We are sending you instructions for accessing a secure, online portal for the sake of uploading documents and information. Have you received a login and password to this portal?
NO
YES
*
Select if you have copies of the following documents. For all documents have, we need copies uploaded to the portal mentioned above.
Business Logo in digital form
Business Plan
Organizational Documents
Copies of most recent personal and business filings with the iRS and state taxing authorities
EIN
Sales Tax Permit / ID Number
Loan Documents and amortization schedules
Accounting file (quickbooks backup copy or other platform)
Webfile number
S Election Acceptance Form
Accounting file backup copy
Username and password for accounting file
*
Please provide bank name where your business accounts are located:
*
Do you have QuickBooks login enabled with your bank? Please bring your account login and password for online banking to our meeting, and work with your bank prior to our meeting to enable QB login.
select one
Yes, I have a login and password at my bank that I have tested, and I have a QB login enabled
No, I do not have a login to online banking (please contact your bank as we need this info before our meeting)
*
Do you have a separate business credit card? We need to confirm that you have online access and have tested your username and password. Please bring your login credentials to our meeting.
select one
Yes I can login to my business credit card account online
No I cannot login
I do not have a business credit card
*
Are you a Mac user? If so, please bring your laptop to the meeting and download Microsoft remote desktop from the app store prior to the meeting. Also, it is helpful to have an external mouse.
NO
YES
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