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Intake Form

Financial Management and Accounting Service

 This form is a request for an estimate of the potential accounting service fee. We will contact you in order to provide estimated fee for our service.
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Contact Name*
Company Name (full legal name)*
Business Structure*
Description of the Company*
​Industry Classification*
Company Size*
Date of Incorporation*
State of Incorporation*
Company Address*
Company Website*
Email Address*
Phone Number*
Best Way to Contact*
Best Time to Call

Business Activity Information

Average Volume of Monthly Revenue Transactions*
Average Annual Revenue, USD*
Have Separate Business Bank Account?*
Company Payment Methods*
​Bookkeeping Type*
Quality of Records*
Accounting System*
Do You Need to File the Sales Tax?*
Do You Have Business Assets? (computers,equipment tools, etc)*
Did You File Business Personal Property Return?*
Do You Have International Transactions/Activity?*
Do You Have Self-Employed/Employees Retirement Plans?*
Do You Have Self-Employed/Employees Health Insurance?*
How Many Employees Do You Have?*
Payroll Filings for Employees?*
Owners Guaranteed Payments/ Payroll?*
Did You Receive a Notice From Any Tax Agency?*
Do You Have Written Policy?*
Service request *
Other Services
Service Timeline *
Additional Notes
How did you hear about us?
Select File

Please upload attachments here, or Email to iwhitnah@whitnahcpa.com

Select File
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