Entity Type Sole proprietor
Single-member LLC
Multi-member LLC
S corporation
C corporation
Partnership
Not sure
Years in Business Less than 1
1β2
3β5
6β10
More than 10
How much did you owe for the most recently filed year? Under $5,000
$5,000β$8,999
$9,000β$14,999
$15,000β$24,999
$25,000β$49,999
$50,000 or more
Not sure
How many consecutive years have you owed? One year
Two years
Three years
Four or more years
Not sure
Have all required returns been filed? Yes
No
Not sure
Are you currently making payments to the IRS or a state tax agency? Yes
No
Not sure
Have you received tax notices during the last 24 months? Yes
No
Not sure
How current is your bookkeeping? Current through last month
One to three months behind
Four to twelve months behind
More than one year behind
I do not have consistent bookkeeping
What bookkeeping system do you use? QuickBooks Online
QuickBooks Desktop
Xero
Spreadsheet
Bookkeeper or accountant manages it
None
Other
Do you separate business and personal expenses? Always
Usually
Sometimes
Rarely
Never
How confident are you that business expenses are recorded completely? Very confident
Somewhat confident
Not confident
I do not know
Do you make quarterly estimated tax payments? Yes, consistently
Sometimes
No
Not sure
How are those payments calculated? Tax professional calculates them
I calculate them
I repeat last yearβs amount
I pay when cash is available
I do not make them
Not sure
Do you receive tax projections before year-end? Yes
Sometimes
No
Approximate annual gross business revenue Under $50,000
$50,000β$99,999
$100,000β$249,999
$250,000β$499,999
$500,000β$999,999
$1 million or more
Approximate annual business profit Under $25,000
$25,000β$49,999
$50,000β$99,999
$100,000β$249,999
$250,000 or more
Not sure
How soon are you prepared to address the findings? Immediately
Within 30 days
Within 90 days
I am only gathering information
If implementation is recommended, are you prepared to invest in correcting the problem? Yes
Possibly, depending on the recommendation
No
I confirm that the information submitted is accurate to the best of my knowledge. I understand that I should not enter Social Security numbers, full account numbers, banking credentials, or upload tax documents through this form.
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