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Address
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Do you own your home?
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Yes
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Already have an accountant?
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Are you married?
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Business Information
Do you own a business?
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Yes
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When it comes to accounting, what is your primary concern?
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Lower my tax bill
Accurate financial statements
Setup and manage payroll
Need prior year work done
Want all accounting work outsourced
How many different businesses do you have?
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1
2
3
4
5
6 or more
Business Demographic Information
Business Legal Name
*
Business Address
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Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Do you have employees?
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Yes
No
When did your business start?
*
Packages
First month free with first year services selected
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Which tax plan package would you like to sign up for? (3X Guaranteed Tax Savings)
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Basic
Pro
Elite
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Which package would you like to sign up for?
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S-Corporation or C-Corporation
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What is your annual revenue?
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Basic
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Add-on Services
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Weekly Books
Unlimited Support*
Audit Defense*
Corporation Setup
Tax Planning*
Quickbooks Online
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Local Taxes
Accounts Receivable
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Additional State Returns
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