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WELCOME to Royal Tax Services
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Name
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Last
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Phone
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Company / Business Name
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When was your bussines created?
Preference for Communication?
Phone Call
Text
Email
What is your Job Title?
Briefly Describe what your business does
Address 1
Address 2
City
State
Zip Code
How many employees does your business have?
When was the last year filed a tax return?
How have you filed your tax returns in the past?
How many bank accounts does you company have?
1
2
3
4
5 or More
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Does your business have credit card? If yes how many?
Does your business have loans or line of credits if so how many?
Do you have inventory if so what software do you use to track it?
What Accounting software do you use? (Ex Quickbooks online or Quickbooks Desktop)
What type of entity is your business?
Individual / Sole-Propietor or Single Member LLC
S Corporation
C Corporation
Partnership
LLC Classified as S corp
LLC classified as C Corp
LLC classified as Partnership
Do not know
Do you have 1099 vendors
Yes
No
Do you have W'2 Employees
Yes
No
Do you collect sales Tax?
Yes
No
What type of services are you looking for us to provide?
Bookeeping
Payroll
Financial Statements
Small business consulting
Tax Preparation
State Tax Reporting
Business start up assistance
Other
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What are your biggest concerns and what areas are you wanting to get help with me most?
Anything comment or anything else we should know?
Any file you would like us to have?
SERVING
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CUSTOMERS SINCE 2011
