Business Start-Up

How did you hear about us?

Referral

Google Search

Social Media

Referral Name

First Name

Last Name

Phone Number

Email Address

Date of Birth (MM/DD/YYYY)

Business Name

Business Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Product and/or Service

Product

Service

Date Started

State Organized

How Formed?

Provide “ANNUAL” dollar amounts where appropriate

Income Received

Inventory Purchases

Accounting Fees

Advertising, Website

Bank Fees

Car & Truck

Year, Make, Model

Date purchased

Current Odometer

Estimated business miles driven

Fuel

Repairs

Cell Phone

Contractors (Total Form 1099-NEC)

Insurance – Business

Insurance – Homeowner’s or Renters

Internet

Interest Paid

Legal Fees

Licenses/Permits

Meals/Entertainment

Office

Payroll Processing Fees

Postage

Rent

Repairs/Maintenance

Security

Subscriptions

Supplies

Travel

Trucker # away from home base

Utilities – Business Location

Utilities – Home Office

W-2 Wages Paid

Other

Number of Partners or Members

Partner or Member #1 First Name

Partner or Member #1 Last Name

Partner or Member #1 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #1 Phone Number

Partner or Member #1 Email Address

Partner or Member #1 Profit %

Partner or Member #1 Capital Contributed

Partner or Member #2 First Name

Partner or Member #2 Last Name

Partner or Member #2 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #2 Phone Number

Partner or Member #2 Email Address

Partner or Member #2 Profit %

Partner or Member #2 Capital Contributed

Partner or Member #3 First Name

Partner or Member #3 Last Name

Partner or Member #3 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #3 Phone Number

Partner or Member #3 Email Address

Partner or Member #3 Profit %

Partner or Member #3 Capital Contributed

Partner or Member #4 First Name

Partner or Member #4 Last Name

Partner or Member #4 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #4 Phone Number

Partner or Member #4 Email Address

Partner or Member #4 Profit %

Partner or Member #4 Capital Contributed

Partner or Member #5 First Name

Partner or Member #5 Last Name

Partner or Member #5 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #5 Phone Number

Partner or Member #5 Email Address

Partner or Member #5 Profit %

Partner or Member #5 Capital Contributed

Number of Officers, Directors, and/or Trustees

Officer, Director, and/or Trustee #1 First Name

Officer, Director, and/or Trustee #1 Last Name

Officer, Director, and/or Trustee #1 Title

Officer, Director, and/or Trustee #1 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #2 First Name

Officer, Director, and/or Trustee #2 Last Name

Officer, Director, and/or Trustee #2 Title

Officer, Director, and/or Trustee #2 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #3 First Name

Officer, Director, and/or Trustee #3 Last Name

Officer, Director, and/or Trustee #3 Title

Officer, Director, and/or Trustee #3 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #4 First Name

Officer, Director, and/or Trustee #4 Last Name

Officer, Director, and/or Trustee #4 Title

Officer, Director, and/or Trustee #4 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #5 First Name

Officer, Director, and/or Trustee #5 Last Name

Officer, Director, and/or Trustee #5 Title

Officer, Director, and/or Trustee #5 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Are you ready to upload your tax forms and documents?

Yes

Would you like to schedule a free 30-minute consultation?

Yes