Book an Appointment Name * First Name Last Name Email * Phone (###) ### #### Date Business Started MM DD YYYY Have you obtained any of the licenses and permits below? Federal Tax ID # State Tax ID# Occupational/Business License What is your business structure? Sole Proprietor LLC LLP S-Corporation Partnership Not Incorporated Not Applicable Do you currently have employees? Yes No Have you obtained Business Insurance? Yes No Have you obtained Worker’s Compensation Insurance? Yes No Do you have a business bank account? Checking Savings Neither Does your company need financing to operate? Yes No Have you established your business credit? Yes No Do you currently file a business tax return? Yes No Do you currently pay quarterly business taxes? Yes No Do you currently pay payroll taxes? Yes No Do you currently pay property taxes on your business assets? Yes No Do you have an Individual Retirement Account? Yes No Do you have a Self-Employed Retirement Account? Yes No How do you currently track your business expenses and income? Quick Books Quicken Microsoft Money Peachtree Spreadsheet Not currently tracking business income and expenses Would you like to have your business records maintained on a monthly basis for a nominal fee? Yes No Thank you!
