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Catch-Up Assessment Intake
Thanks for booking a catch-up assessment. This helps me see where things stand. Please don’t include any bank account, card or Social Security numbers.
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Your name
*
First
Last
Email
*
Phone
*
How do you prefer to be contacted?
*
Email
Text
Business name
*
What does your business do?
Business type
Sole proprietor or single-member LLC
Multi-member LLC or partnership
S corporation
C corporation
Not sure
How far behind are your books?
Less than 6 months
6 to 12 months
1 to 2 years
More than 2 years
Not sure
Your books were last up to date (month and year), if you know
What do you keep your books in now?
QuickBooks Online
QuickBooks Desktop
Another program
Spreadsheets
Nothing yet
How many bank, credit card and loan accounts does the business have?
1 to 2
3 to 5
6 or more
Do you already have statements for every bank and credit card account for the whole period?
Yes, I’ve already downloaded statements for every account
I have some, but still need to download others
No, I still need to download them all
I’m not sure how to get them
Do you have unfiled tax returns?
Yes
No
Not sure
do whole every
Do you have a CPA or tax preparer?
Yes
No, I need a referral
Do you have employees or run payroll?
Yes
No
Is there a deadline you’re working toward? (for example, a tax notice, loan application or filing date)
Anything else I should know?
Submit