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What kind of business do you run?

Let’s start with your entity type — it’s the first thing any CPA asks.

Business structure * Is the business brand new? Industry *

About your business

Optional, but it helps firms give you a more accurate quote.

Business name Year started

How you’re taxed

Not sure? Pick “Not sure” — the accountants will advise you.

Do you collect sales tax? * How does the business file taxes? Annual revenue (estimate)

How much paperwork is there?

This is the main driver of price. A rough monthly estimate is fine.

Sales / invoices per month * Bills / expenses per month * Number of bank and credit card accounts Do you use a point-of-sale (POS) system?

Employees and services

Payroll is usually priced separately, per employee.

Number of employees * Which services do you need? (choose all that apply)

Monthly bookkeepingBusiness tax returnPersonal tax return (1040)PayrollSales tax filings1099 / W-2 filingsBusiness formation / entity choiceTax planningIRS notice / representationCatch-up bookkeepingCFO / financial reporting

Anything specific about your business?

Tick what applies — these call for particular experience.

Selling in several statesImport / exportOnline sales (Amazon, Shopify…)InventoryMultiple locationsLoans / financingCryptoRental properties1099 contractors

How you’d like to work

Preferred way of working State * City Rough monthly budget When would you like to start? Your current situation

Where should we send your quotes?

Your details only go to the accountants who receive your request. They’re never shown publicly.

Full name * Email * Phone * Anything else the accountant should know? I agree that my details are shared with partner accountants so they can send me quotes. I have read the privacy policy. *

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