Accounting Service Questionnaire

This is my first time filling out this form. *

Yes

Last Name *

I am: *

First Name *

Postal code *

Email *

Phone *

Address *

City *

State *

Business EIN *

If the company doesn't have an EIN, enter the owner's SSN

Who do we have to thank for the referral? *

How many businesses or organizations do you want our help with? *

Business Name *

Help convert this business to S Corp?

Nature of Business *

Date of Formation *

Business Entity Type *

Do you want help registering this business? *

Nature of Business 2 *

Business 2 Name *

Business 2 EIN *

If the company doesn't have an EIN, enter the owner's SSN

Business 3 Name *

Business 2 Date of Formation *

Business 2 Entity Type *

Do you want help registering business 2? *

Help convert business 2 to S Corp?

Business 3 Entity Type *

Business 3 EIN *

If the company doesn't have an EIN, enter the owner's SSN

Nature of Business 3 *

Business 3 Date of Formation *

Nature of Business 4 *

Do you want help registering business 3? *

Help convert business 3 to S Corp?

Business 4 Name *

Business 4 EIN *

If the company doesn't have an EIN, enter the owner's SSN

Help convert business 4 to S Corp?

Business 4 Date of Formation *

Business 4 Entity Type *

Do you want help registering business 4? *

Business 5 Entity Type *

Business 5 Name *

Business 5 EIN *

If the company doesn't have an EIN, enter the owner's SSN

Nature of Business 5 *

Business 5 Date of Formation *

Do you want help registering this business (5)? *

Help convert business 5 to S Corp?

What services are you interested in?

Advisory And Tax Strategy *

Individual Tax Prep *

Business Tax Prep *

Bookkeeping Service *

Payroll Service *

Sales Tax Service *

Compilation/Review/Audit *

Business Setup/Registration *

Briefly describe your goals and/or needs *

Meeting Medium: *

385-236-1133

1396 W 200 S #2D, Lindon, UT 84042

https://zoom.us/j/9536028546?pwd=Yi9rQngxbnpJS3MwKzU4c0FVbkxwZz09 Meeting ID: 953 602 8546 Passcode: H&C

Note: There is no charge for non-consulting meetings, new client meetings, tax return reviews, and Advisory Client meetings. Otherwise, consulting meetings are generally billed at $270/hr (subject to change). *

Acknowledged