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TEL: 316.469.6459
What kind of business entity are you?
*
Sole Proprietor
Single-Member LLC
Multi-Member LLC
S Corporation
C Corporation
Nonprofit
I'm unsure
How long have you been in business?
*
Not yet started
Less than 1 year
1-2 years
3-5 years
More than 5 years
Are your taxes current through 2024?
*
Yes
No
Not Sure
How do you accept payments?
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Cash
Checks
Credit/Debit cards
Online payment platforms
Invoicing only
ACH/Bank transfer
How do you keep track of income?
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Accounting software
Spreadsheets
Bank statements only
I don't currently track income consistently
How do you keep track of expenses?
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Accounting software
Bank/Credit card statements
Spreadsheets
Receipts only
I don't currently track expenses consistently
What is your biggest concern right now?
*
Staying compliant/catching up
Preparing for taxes
Cleaning up bookkeeping
Dealing with IRS/State notices
Understanding cash flow
Planning for growth
Not sure
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