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Entity Type
Date of Incorporation;
State of Incorporation:
Current Quickbooks Online Subscription:
Average Transactions Per Month
Do you have a tax preparer?
Yes
No
Are you current on tax filings?
Yes
No
Do you keep a separate bank account for business-only transactions?
Yes
No
Do you use business funds for personal purchases?
Yes
No
Do you (or have you) use business funds for personal purchases?
Yes
No
Do you have payroll?
Yes
No

New Client Intake Form

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