Here are the Tax Questionnaires. If we prepared your taxes previously you may fill out and send back the questionnaire for returning clients. Please contact us with questions or concerns.
New Client Questionnaire
If you do not have your expenses organized you can utilize this spreadsheet to help compile your transactions into a readable, usable format for taxes or operations.
In any growing business it is important to have the data to back up your decisions. Knowing your numbers ensures you know your business and will help you make better operational decisions.
If you need assistance with this spreadsheet or if you would prefer us to help "clean up" your books. Please contact us!