Financial Health Intake Form Schedule Time with Me Start Your Project Discussion First NameLast NameEmail*Phone Number*Business NameBusiness WebsiteLocation (City, State/Country)Type of Service Required*Tax Filing (Personal)Tax Filing (Business)BookkeepingPayrollAudit SupportFinancial StatementsBusiness AdvisoryOther (please specify)*Entity TypeSole PropLLCCorporationPartnershipNon-profitIndustryYear business startedDo you have employees?YesNoDo you sell online or in-store or both?Are you currently using any accounting software?YesNoHow often is your bookkeeping updated?DailyWeeklyMonthlyNot SureNot At AllHave you filed your last year’s taxes?YesNoFor businesses: Do you collect and remit sales tax?YesNoApproximate annual incomeApproximate annual expensesAny large assets owned (e.g., vehicles, equipment, property)?Any outstanding loans or credit lines?Documents AvailableBank StatementsPrevious Tax ReturnsLoan AgreementsPayroll RecordsSales Reports (e.g., Shopify, Amazon, POS)Chart of Accounts or Trial BalanceNone at this timeWhat are your top 1–3 financial goals for this year?Any specific concerns or challenges right now?What would make this engagement a success for you?How Did You Hear About Us?GoogleReferralSocial MediaOtherEmailSubmit Form Please enable JavaScript in your browser to submit the form
