Business Client Onboarding - Professional CPA Services

Business Information

Legal Business Name *

DBA/Trade Name

Federal EIN *

Business Entity Type *

Industry/Business Type

Business Start Date

Business Address

Street Address *

City *

State *

ZIP Code *

Primary Contact Information

Contact Name *

Title/Position

Email Address *

Phone Number *

Service Selection

Please select the services you need for your business:

📊

Tax Filing & Preparation

Complete tax preparation and filing services for all business entity types

📚

Bookkeeping Services

Monthly bookkeeping, financial statements, and accounting management

💰

Payroll Processing

Complete payroll management, tax withholdings, and compliance

🎯

Financial Advisory

Strategic financial planning and business consulting services

Service Benefits:

Dedicated CPA assigned to your account
Secure online portal for document sharing
Monthly financial reports and insights
Year-round tax planning and compliance
24/7 customer support

Tax Filing Requirements

Current Tax Year

Filing Frequency

Previous CPA/Accountant

Estimated Annual Gross Revenue

Tax Compliance Requirements

Sales Tax Filing

Payroll Tax Filing

Quarterly Estimated Taxes

Multi-State Filing

Bookkeeping Configuration

Current Accounting Software

Fiscal Year End

Number of Bank Accounts

Monthly Transaction Volume

Bookkeeping Services Needed

Monthly Bank Reconciliation

Accounts Payable Management

Accounts Receivable Management

Monthly Financial Statements

Budget Planning & Analysis

Inventory Management

Payroll Information

Number of Employees

Payroll Frequency

Current Payroll Provider

Desired Start Date

Employee Classifications

W-2 Employees

1099 Contractors

Payroll Services Required

Payroll Processing

Payroll Tax Filing

Direct Deposit Setup

Year-End Reports (W-2, 1099)

HR Compliance Support

Benefits Administration

Document Upload

Please upload the required documents to complete your onboarding:

📄

Business License/Articles of Incorporation

Upload your business formation documents

🏦

Recent Bank Statements

Last 3 months of business bank statements

📊

Previous Tax Returns

Last 2 years of business tax returns

📈

Chart of Accounts

Current accounting system setup (if available)

Document Requirements:

All documents must be clear and legible
Accepted formats: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX
Maximum file size: 10MB per document
Documents are securely encrypted and stored

Business Client Onboarding Portal