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Bookkeeping Questions
If you already have a QuickBooks account: Invite taxservicemasters@gmail.com to access your QuickBooks with admin privileges.
1.) Provide our bookkeeper with basic information about your company and needs here on the form below. 2.) Our bookkeeper will review your books and this form after submission, we will send you a bookkeeping service agreement based off your existing books and / or future bookkeeping needs. 3.) We will begin work once the bookkeeping agreement is e-signed, accounts are connected / or bank statements are received.
Please enable JavaScript in your browser to complete this form.
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Step
1
of 2
Business Name
*
Business Contact Name
*
First
Last
Phone
*
Email
*
Next
What's your legal tax entity type (choose 1)
*
I don't have one yet
Sole Proprietor
C-Corp
S-Corp
Partnership
LLC
What type of business or work do you want bookkeeping for?
*
Example: Construction, Software Development, Coffee Shop, Bakery / Café, Property Management / Vacation Rentals, Ice Cream Shop, Furniture etc.
What is your gross monthly sales revenue?
Below $5,000
$5,000 - $10,000
$10,000 - $20,000
$20,000 - $40,000
$40,000 - $60,000
$60,000 - $100,000
Above $100,000
Do you currently use QuickBooks?
*
Yes
No
Are your books up-to-date?
*
Yes, they are up-to-date.
A few months behind.
About a year behind.
1+ years behind.
2+ years behind.
3+ years behind.
What type of bookkeeping service are you most interested in?
*
Monthly Service
Clean-up - Organize Existing Books.
Clean-up - Organize, then Monthly Service.
Year End for Tax Preparation
Other, I will explain
Interested In any other services?
Tax Preparation
Back Tax Resolution
Tax Amendment
Tax Resolution
Payroll
Start a New Business
Profit and Loss / Income Statement
Other, I will explain
Check any that apply, if none leave blank.
Submit
Call or Text