AM Tax Inc. - " Let's get to know your firm!"- Bookkeeping client organizer

Entity type (state registration)*

LLC

Corporation

Sole proprietor (generally doesn't need to be registered with the state)

Partnership (General Partnership, Limited Partnership)

Federal Tax election*

S-corporation

C- corporation

Partnership

Non-profit

I don't know

How many shareholders, members or partners does your firm have?

Write shareholders/partners' names

Does your firm have QuickBooks Online account or Xero account?*

Yes

No

What's you firms' industry?

Do you have W2 employees?*

Yes

No

If you have W2 employees what Payroll provider does your firm use?*

Quickbooks payroll

Gusto

ADP

Patriot

Paychex

Other

I dont know

Do you have 1099 contractors?*

Yes

No

Do you have any foreign contractors?*

Yes

No

Which of the following your firm sells?*

Goods

Services

Both

Please explain what goods or services your firm sells.

Does your firm keep inventory for resale?*

Yes

No

Does your firm have sales tax obligation?*

Yes

No

Does your firm have a separate business account? (separate from owners 'account )*

Yes

No

Does the owner of the firm mixes business and personal funds?*

Yes

No

Sometimes

Select payment methods your firm accepts*

Cash

Check

Credit cards though a processing software (Stripe, Square or similar)

PayPal, Venmo, Cash App or similar services

How do you invoice clients?*

Through Quickbooks

Through other software

Do not invoice

Does your business own a vehicle? If so, write make/model

If not, do you use a personal vehicle for business purposes? If so, write make/model