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Navigation Menu
Navigation Menu
Home
About
About Jennifer
Our Team
Services
Accounting
Business Planning
Bookkeeping
Tax Preparation
Payroll
Sales and Excise Tax Management
Budgeting
Consulting Services
Financial Statements
Radio Recap
Blog
Resources
Securely Share Your Files / Documents
Download & Print New Tax Client Form
Download & Print New Business Client Form
Fill Out New Tax Client Form Online
Fill Out New Business Client Form Online
Contact
Book An Appointment
Schedule an Appointment Today
New Business Client Form
Name
(Required)
First
Last
Social
Phone
(Required)
Employer
Spouse
Social
Phone
Employer
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Health insurance through marketplace?
Yes
No
If yes which health insurance?
Company Information
Legal Name of Business
(Required)
EIN
(Required)
Address
(Required)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Phone
Email
Owner and %
(Required)
Owner and %
Owner and %
Owner and %
Accounting Program
Business Bank Account
Username
Username
Password
Password
EFTPS
SUTA and Due
PIN
Username
Password
Password
Sales Tax/Excise Tax State
(Required)
Other
Username
(Required)
Username
Password
(Required)
Password
Other
Other
Username
Username
Password
Password
Please Check All Services Needed
Please Check All Services Needed
Initial Consultation - Free
Payroll - $40 per each payroll ran
Payroll Program - $25 a month
Payroll Taxes - $25 a month
Quarterly Reports - $200 a quarter
W2/W3 - $20 Each
Year End Taxes - Determined by what forms are needed
Sales or Excise Tax - $50 a month each
Reconcile - $100 for first account $20 for each additional
Accounting Software - $65 a month
Invoice - $2 each
Deposits - $10 each plus .58 per mile
Run Errands - $10 each plus .58 per mile
Set Up Budget - $150
Monthly Budget Change $50
Hourly Rate - $150
Workman Comp Audits - $50
Remote Office Visits - $100 per hour plus .58 per mile
Office Meetings - $150 per hour
SUTA Set Up - $50
EFTPS Set Up - $50
Sales & Excise Tax Set Up - $50
Set Up Business w/State - $100
Set Up EIN - $50
Set Up Quickbooks - $150
Annual Reports - $50
Monthly Reports - $50
Teach QuickBooks - $300 per hour
By entering your name this acts as an engagement letter
(Required)
Date
(Required)
Interested in being our client? Fill out our new client form here!
New Client Form