JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
First Client Form / Quote Request (B)--
(CONFIDENTIAL)
Sign in to Google
to save your progress.
Learn more
* Indicates required question
FOR BUSINESS OWNER (If NO business, Please use another form)
THE BELOW QUESTIONS ARE FOR BUSINESS OWNER (OR PROSPECTIVE OWNER) ONLY
Business Name
*
Your answer
Number of owners (Partners, or Shareholder)?
Your answer
Primary Owner's Name
*
Your answer
2nd Owner's Name
Your answer
3rd Owner's Name
Your answer
Email Address
*
Your answer
Phone / Mobile Phone
*
Your answer
Business Address (full address with zip code)
*
Your answer
Business Industry Type (What does the business do?)
*
Your answer
Business Formation -Current
*
Sole Proprietorship (need to fill out personal form)
Single Member LLC (need to fill out personal form)
Partnership
LLC (with 2 partners or more)
C-Corp
S-Corp
Other:
Fiscal Year End
3/31
6/30
9/30
12/31
Select
3/31
6/30
9/30
12/31
Select
Clear selection
What year did the business start?
Your answer
Number of Employees
Your answer
Gross Annual Revenue (Approx.)
*
Your answer
Total Annual Expenses
Your answer
How many Bank Accounts and Credit Cards is the entity using?
*
0
1
2
3
4
5
6
7
8
9
10
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)
By Bookkeeper
Other:
Clear selection
What kind of accounting software are you using?
Your answer
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.
Your answer
Request a Quote for
*
Bookkeeping Service
Payroll Service
Tax Return Preparation Service
Tax Consultation / Financial Planning
IRS (or State) Audit Support Service
Other:
Required
Best Available Appointment Date
MM
/
DD
/
YYYY
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)
Clear selection
Where did you hear about us? Please choose the following Ads:
Google
Yelp
Other:
Do you have any specific comments? Once you complete, Please Click the SUBMIT at the bottom
Your answer
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)
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of SJ-ACCT.
Report Abuse
Forms
