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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 Client Form
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Employer
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Phone
Employer
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Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Health Insurance
I have health insurance through the marketplace.
Dependents
Name
Date of Birth
Social
Name
Date of Birth
Social
Name
Date of Birth
Social
Name
Date of Birth
Social
Income
W2
1099
K1
Company
Income
W2
1099
K1
Company
Income
W2
1099
K1
Company
Legal Name of Business
EIN
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
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Cook Islands
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Indonesia
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Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
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Kenya
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Korea, Republic of
Kuwait
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Panama
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Poland
Portugal
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Qatar
Romania
Russian Federation
Rwanda
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Thailand
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Virgin Islands, U.S.
Wallis and Futuna
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Owner
Percentage
Owner
Percentage
Owner
Percentage
Owner
Percentage
Accounting Program
Username
Password
Business Bank Account
Username
Password
EFTPS
Pin
Password
SUTA
Username
Password
Excise/Sales Tax State
Other Usernames and Passwords
Other
Username
Password
Other
Username
Password
Other
Username
Password
Other
Username
Password
Please Select All Services Needed
Select multiple services by holding shift and clicking:
Initial Consultation - Free
Payroll - $40 per each payroll ran
Payroll Program - $25 a month
Payroll Taxes - $25 a month
Quarterly Report - $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
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
Interested in being our client? Fill out our new client form here!
New Client Form