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Client Intake

Client Intakeadmin2021-07-14T00:00:36+00:00

CLIENT INTAKE FORM

WHAT SERVICES ARE YOU HAVING COMPLETED?(Required)

BUSINESS STRUCTURING

BOOKKEEPING

BOOKKEEPING

DO YOU CURRENTLY USE BOOKKEEPING SOFTWARE?(Required)

If Yes, you will be requested for login information.

YES

NO

HOW MANY BUSINESS BANK ACCOUNTS?(Required)

We will be requesting login information.

PLEASE PROVIDE YOUR BANK(S) NAME(S):(Required)

We will be requesting login information.

DO YOU CURRENTLY USE CREDIT CARD(S) FOR BUSINESS PURCHASES?(Required)

If Yes, you will be requested for login information.

YES

NO

DOES YOUR COMPANY CURRENTLY HAVE LOAN ACCOUNT(S)?(Required)

If Yes, you will be requested for login information.

YES

NO

DO YOU HAVE A LIST OF YOUR COMPANY'S ASSETS & VALUES?(Required)

Vehicles, equipment, building, etc.

YES

NO

DO YOU FILE A MONTHLY, QUARTERLY OR ANNUAL DEPARTMENT OF REVENUE RETURN?(Required)

MONTHLY

QUARTERLY

ANNUAL

DO YOU WANT COMPLETE BUSINESS SOLUTIONS TO FUNCTION AS YOUR ACCOUNTS PAYABLE DEPARTMENT?(Required)

YES

NO

DO YOU NEED US TO ORDER LASER PRINT BUSINESS CHECKS?(Required)

YES

NO

DO YOU WANT COMPLETE BUSINESS SOLUTIONS TO INVOICE YOUR CUSTOMERS FOR YOUR BUSINESS?(Required)

YES

NO

DO YOU USE A MERCHANT SERVICE TO ACCEPT ELECTRONIC PAYMENTS?(Required)

Examples: Square Talech Vagaro

YES

NO

DO YOU WANT THE ABILITY TO REMOTELY ACCESS YOUR QUICKBOOKS COMPANY FILE?(Required)

(Note: Cost: $25/month)

YES

NO

DO YOU WANT US TO PERFORM PAYROLL SERVICES?(Required)

YES

NO

WHAT STATE(S) DO YOUR EMPLOYEES WORK IN?(Required)

You can separate multiple states with commas if required to list more than one.

HOW MANY EMPLOYEES?(Required)

Note: We will be requesting completed employment documentation for each employee.

DO YOU HAVE A HIRING ENDORSEMENT ON YOUR BUSINESS LICENSE?(Required)

YES

NO

LNI #(Required)

ESD #(Required)

DO YOU HAVE AN EFTPS ACCOUNT?(Required)

YES

NO

DO YOU WANT TO PAY YOUR EMPLOYEES VIA DIRECT DEPOSIT OR PRINTED CHECK?(Required)

DIRECT DEPOSIT

PRINTED CHECKS

HOW OFTEN DO YOU PAY YOUR EMPLOYEES?(Required)

WEEKLY

MONTHLY

SEMI-MONTHLY

BI-WEEKLY (recommended)

WHAT IS THE FIRST PAY DATE?(Required)

WHAT IS THE FIRST PAY PERIOD END DATE FOR THE FIRST PAY DATE?(Required)

DO ANY OF YOUR CURRENT EMPLOYEES HAVE WAGE GARNISHMENTS?(Required)

YES

NO

DO YOU OFFER MEDICAL OR OTHER EMPLOYEE BENEFITS?(Required)

YES

NO

DO YOU AS THE OWNER COLLECT A PAYCHECK VIA PAYROLL (W2 INCOME)?(Required)

YES

NO

DO YOU AS THE OWNER PAY FOR HEALTH INSURANCE VIA THE COMPANY?(Required)

YES

NO

DO YOU ALLOW YOUR EMPLOYEES TO TAKE PAYCHECK DRAWS?(Required)

YES

NO

DO YOU LOAN YOUR EMPLOYEES MONEY WITH THE EXPECTATION THAT REPAYMENT IS MADE VIA PAYROLL DEDUCTION?(Required)

YES

NO

BUSINESS STRUCTURING

DO YOU WANT COMPLETE BUSINESS SOLUTIONS TO BE LISTED AS YOUR REGISTERED AGENT WITH THE WA SECRETARY OF STATE?(Required)

YES

NO

PLEASE PROVIDE CHOSEN NAME FOR THE BUSINESS:(Required)

ARE YOU REQUESTING THE FOLLOWING:(Required)

SOLE PROPRIETORSHIP

LIMITED LIABILITY COMPANY (LLC)

S CORP

PARTNERSHIP

WILL YOU HAVE EMPLOYEES?(Required)

YES

NO

WILL YOU HIRE MINORS?(Required)

YES

NO

WILL YOU PAY OWNER'S W2 INCOME?(Required)

YES

NO

NAME OF INSURANCE AGENT:

FIRST NAME LAST NAME

DO YOU NEED A CONTRACTOR'S LICENSE?(Required)

YES

NO

SPECIALTY OR GENERAL?(Required)

YES

NO

PRIMARY CONTACT(Required)

FIRST NAME LAST NAME

EMAIL ADDRESS:(Required)

TELEPHONE #:(Required)

PERSONAL INFORMATION OWNER(S)

HOW MANY OWNERS?(Required)

ONE

TWO

MORE

FIRST OWNER INFORMATION

FULL LEGAL NAME:(Required)

FIRST NAME LAST NAME

D.O.B. (DATE OF BIRTH):(Required)

SSN:(Required)

EMAIL ADDRESS:(Required)

TELEPHONE #:(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

SECOND OWNER INFORMATION

FULL LEGAL NAME:(Required)

FIRST NAME LAST NAME

D.O.B. (DATE OF BIRTH):(Required)

SSN:(Required)

EMAIL ADDRESS:(Required)

TELEPHONE #:(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

BUSINESS INFORMATION

IS THE BUSINESS INFORMATION DIFFERENT FROM ABOVE?(Required)

YES

NO

BUSINESS EMAIL:(Required)

BUSINESS TELEPHONE #:(Required)

IS THE BUSINESS ADDRESS DIFFERENT FROM ABOVE?(Required)

YES

NO

PHYSICAL LOCATION ADDRESS

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

MAILING ADDRESS

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

PLEASE VERIFY THE FOLLOWING BEFORE SUBMITTING:(Required)

I agree, that I have filled the following form above to the best of my ability.

The submitter has agreed that they have sent the following form with accurate information.

Name

This field is for validation purposes and should be left unchanged.

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