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Bookkeeping
Service Information
Workshop 1: Business Basics & Financial
1 hr 30 min
69 US dollars
$69
Book Now
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Workshop 2: Bookkeeping & Tax Essentials
1 hr 30 min
99 US dollars
$99
Book Now
Explore Plans
Workshop 3: Tools, Apps & Fin-Strategy
1 hr 30 min
139 US dollars
$139
Book Now
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Monthly Bookkeeping Services
20 hr
Book Now
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Business Information
Did you file with us last year?
*
Yes
No
Please upload your previous Year's Tax Return, - Identification for owners (driver’s license, passport).
*
Upload File
First Name
*
Last Name
*
Mobile Phone
*
Email
*
Legal Business Name
*
DBA or Trade Name
*
Business Address
*
Business Mailing Address
*
Your Position/Role
*
EIN ID or Tax ID Number
*
Type of Entity
*
LLC
Sole Proprietor
Corporation
Partnership
Date the Business was established
*
Month
Day
Year
State of formation and registration
*
Industry and primary business activities
*
Names and roles of key management personnel
*
Work Email
*
Names of all owners, partners, or shareholders
*
Percentage of ownership for each person
*
Does any owner have a criminal history or prior regulatory issues
*
Yes
No
Financial Information
Are any of the owners Green Card holders
*
Yes
No
Annual revenue and projected revenue
*
Bank account information (business account verification
*
Outstanding loans or liabilities
*
Yes
No
Compliance & Legal
Tax compliance status (any past‑due taxes or payment plans)
*
Yes
No
Business licenses and permits
*
Upload Financial statements Balance Sheet P&L Statement Cash Flow Statement Proof of insurance
*
Upload File
Are there any pending lawsuits or legal disputes
*
Yes
No
History of bankruptcies
*
Yes
No
Confirmation that all information provided is truthful and accurate
*
Yes
No
Operation
Number of Employees
*
Are you totally and permanently disabled?
Yes
No
Is your spouse totally and permanently disabled?
Yes
No
Are you eligible to be claimed by someone else?
Yes
No
Is your spouse eligible to be claimed by someone else?
Yes
No
Are you claiming any dependents?
Yes
No
Signature
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Spouse Signature
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Submit
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