Business Tax Questionnaire

What is the full legal name of the organization?*
What is your full name?*
What is the date of incorporation?*
What is the business address?*
Please give a brief description of what you do and why you do it?*
Please indicate the type of business entity
- LLC
- S-Corp
- C-Corp
- Sole Proprietor
- 501c3/Non Profit
How many business partners are involved?*
What is your annual gross revenue?*
Are you current on your tax filings?*
- Yes
- No
How many state returns are you required to file?*
Please upload your organization's most recently filed federal and state tax returns.
Drop files here or

Max. file size: 100 MB.

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Books and Records
Do you maintain bookkeeping records?*
- Yes, my books are perfect!
- Yes, but it needs some cleaning up or catching up
- Not at all, I need help with that!
- Not sure
Do you have financial statements? (income statement, balance sheet, etc)*
- Yes
- No
Do you need help with setting up your bookkeeping records?*
- Yes, please!
- No
- Maybe

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Please complete the following sentences regarding your prior tax filing experiences
The things I am HAPPY with are...*
My biggest frustration is...*
My overall business tax goals for this year are...*

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Books and Records