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LoRetha's Bookkeeping & Tax
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Decision maker
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First Name
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Middle Name
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Services you are hiring us for
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Bookkeeping
Payroll
Income Tax Prep
Accounting
Quarterly Clean up
I am not sure, lets discuss
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Returning customer?
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Address
Decision maker address
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Apartment, suite, etc
City
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State/Province
ZIP / Postal Code
County
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Work from Home business
Work from Home business
Yes, I run my business out of my home
No, I rent / own commercial space
Decision Maker DOB
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Tax Year you need prepared
Which Tax Year?
2024
2023
2022
2021
2020
Company Information
Company Name
Company Website
Street Address
Apartment, suite, etc
City
State/Province
ZIP / Postal Code
County
Starting date of your company
Type of your company
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Type of your company
Sole proprietorship: A business owned by one person with unlimited personal liability
Partnership: A business owned by two or more people with unlimited personal liability, unless it’s structured as a limited partnership
Limited liability company (LLC): A business owned by one or more people with limited liability
Corporation: A business owned by one or more people with limited liability
S corporation: A type of corporation
S corporation: A type of corporation
Non, I have Household Employees
Preferred Consultation Date
Business Banking?
Do you have Business Banking?
Yes, I have a separate business account
No, I use my personal banking
File federal taxes
*
File federal taxes
On Cash Basis
Accural
Number of employees including you
Preferred Consultation Time
Hours
Minutes
AM
PM
Please briefly explain what your company does
Accounting Information and Needs
Accounting software you use
Ever outsourced bookkeeping?
Have you worked with a bookkeeping service before?
No
Yes
Do you pay 1099 vendors?
Do you pay 1099 vendors?
Yes
No
Payroll software or company
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