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Contact Information
About your Organization
Business Activity
Additional Information
Your Fee Information
First Name
Last Name
Company Name
Contact Information
Address
City
State
Zip Code
Email
Phone Number
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Entity Information
Annual Business Income
- Annual Business Income -
$0 - $250,000
$251,000 - $300,000
$301,000 - $400,000
$401,000 - $450,000
$451,000 - $550,000
$501,000 - $650,000
$651,000 - $750,000
$751,000 - $850,000
$851,000 - $950,000
$951,000 - $1,150,000
$1,151,000 - $1.250,000
$1,251,000 - $1,350,000
$1,351,000 - $1,450,000
$1,451,000 - $1,550,000
$1,551,000 - $1,650,000
$1,651,000 - $1,750,000
$1,351,000 - $1,850,000
$1,851,000 - $1,950,000
Over $2,000,000
Organization Type
- Organization Type -
C-Corporation
S-Corporation
LLC - Single Member
LLC - Partnership
LLC - S-Corp
Sole-Proprietor
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Your Industry
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Construction
Cleaning
Retail
Landscaping
Restaurant
Trucking
Other
Are we filing IFTA Reports for you?
- Select -
Yes
No
Do You Currently Have an Accountant?
- Do You Have an Accountant? -
Yes
No
Name of Your Accountant
Number of Business Owners?
Number of Business Locatioins?
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We're Sorry! Based on your selection, we won't be able to provide price information through our automated service. Please consider booking an in-person or video chat
appointment here
or call (301) 408-0029 to over your business needs.
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Payroll and Subcontractors
Do you have Employees and need Payroll?
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Yes
No
For how many employees?
Pay Frequency
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Weekly
Bi-Weekly
Monthly
Payment Method
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Paper Check
Direct Deposit
# of other States where you have employees?
Do you pay subcontractors with 1099?
- Select -
Yes
No
Are we processing payments for them?
- Select -
Yes
No
For how many contractors?
Payment Method
- Select -
By Check
Direct Deposit
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Monthly Activity
Number of Business Bank Accounts incuding Savings
Number of Business Credit and Store Cards
Number of Loans and Lines of Credit
Do You Accept Credit Cards Payments?
- Select -
Yes, I have Merchant Account
No, I only accept Cash and Checks
Average # of transcations processed?
Who is your Credit Card Processor?
- Select -
Square
Clover
Stripe
Paypal
Other
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Please enter below the average number of transactions by category you see on your bank and credit card statements each month:
Deposits
Checks
Zelle Transfers
ACH Payments
ATM Withdrawals
CashApp Payments
Bill Pays
Debit Card Purchases
Venmo Payments
Bank Transfers
Car Payments
Other
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Other Information
Is Your Accounting Up to Date?
- Select -
Yes
No
I will discuss Personally
Do You File Sales Tax Reports?
- Select -
Yes
No
Filing Frequency
- Select -
Monthly
Quarterly
Annual
Are All Your Taxes Filed and Paid?
- Select -
Yes
No
I will discuss Personally
When Would You Like Service?
How Did You Find Us?
- How Did You Find Us -
Google
Referred by Client
Drive By
TV Commercial
Facebook Ad
Other
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This is exciting... Isn't it?
There are a different things we consider when calculating the fees we charge. Based on the answers you provided and the services you selected, what do you think?
Could it be the minimum?
The Average?
Or the Maximum Fee?
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