First Client Form / Quote Request (B)--
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FOR BUSINESS OWNER (If NO business, Please use another form)
THE BELOW QUESTIONS ARE FOR BUSINESS OWNER (OR PROSPECTIVE OWNER) ONLY
Number of owners (Partners, or Shareholder)?
Primary Owner's Name
2nd Owner's Name
3rd Owner's Name
Phone / Mobile Phone
Business Address (full address with zip code)
Business Industry Type (What does the business do?)
Business Formation -Current
Sole Proprietorship (need to fill out personal form)
Single Member LLC (need to fill out personal form)
LLC (with 2 partners or more)
Fiscal Year End
What year did the business start?
Number of Employees
Gross Annual Revenue (Approx.)
Total Annual Expenses
How many Bank Accounts and Credit Cards is the entity using?
Previously or currently work with other accountants for tax and accounting?
No, I do not have one
By Certified Public Accountant (CPA)
By Enrolled Agents (EA)
What kind of accounting software are you using?
Does your company has any of the following special conditions or situation?
Purchasing or holding a real estate property
Owned by Foreign companies
Owned by Non-residents
Receive a Letter from IRS (CP)
Merger or Acquisition
Liquidation or Exit
If yes above, please explain about the special situation or condition.
Request a Quote for
Tax Return Preparation Service
Tax Consultation / Financial Planning
IRS (or State) Audit Support Service
Best Available Appointment Date
Preferred Office to Visit
Online Virtual Meeting (Face to Face Screen, Anytime; Anywhere)
Milpitas Office (Monday~Saturday 9AM to 4PM )
Pleasanton Office (Monday~Friday 9AM to 2PM)
Where did you hear about us? Please choose the following Ads:
Do you have any specific comments? Once you complete, Please Click the SUBMIT at the bottom
If you want to get a quote for personal tax return or have a Sole Proprietorship or Single Member LLC, Please Click the "SUBMIT" at this page bottom and then Please go to our website and fill out another form for Personal)
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This form was created inside of SJ-ACCT.