Business Returns Questionnaire Business Returns Questionnaire 1. What type of business do you have? Do you have Articles of Organization or Incorporation with the Secretary of State? YesNo Business Agreement/Partnership Agreement/Shareholder Agreement? Federal Tax EIN? YesNo Business License? YesNo 2. How do you keep your books? Do you use QuickBooks Online? YesNo 3. What is the type of entity of your business? 4. How many Employees do you have? 5. Do you need help with your bookkeeping? YesNo 6. Do you have payroll and/or will your business need payroll services? YesNo 7. Do you report Sales Tax? YesNo 8. How many business checking, savings, and credit card accounts do you have? 9. What challenges are you facing with which we can help you?
