tax prep checklist Archives

Do you owe federal or state taxes?

Federal (IRS) State Both I don't owe taxes

Was there a specific situation that impacted your taxes?

Personal hardship Financial or business hardship Medical hardship No specific hardship

To the best of your knowledge, how much do you owe in taxes?

Do you need to stop or prevent IRS collection actions (wage garnishment, tax lien or bank levy)?

Yes No Unsure

Do you need help with your business?

Yes No

Which services are you interested in
(select all that apply)?

Tax planning Bookkeeping Startup plans Payroll

Please tell us a little about your issue:

Do you need help with your personal or business taxes?

Personal Business Both

Do you need to file federal and/or state taxes?

Federal State Both

Do you owe back taxes?

Yes No

How much do you owe in back taxes?

What service do you need help with?

Startup packages Bookkeeping Payroll taxes Close corporate filing

What type of business do you need help setting up?

Sales-based Service-based Consulting

Will you be the only owner of the business?

Yes No

Will you do business in multiple states?

Yes No

Which startup package are you interested in purchasing?

Basic Elite

Who is currently handling your bookkeeping needs?

I do it myself Outside service Employee

How many hours a week do you typically spend handling your books?

Less than 10 10 - 20 More than 20

What is the main reason you're looking to make a change?

Cost Expertise Online Accessibility

What is your estimated annual revenue?

Below $500,000 $500,000 - $1M Over $1M

How many employees do you have?

1-10 10-25 25-50 50-100 More than 100

Are you currently using an outsourced service for your payroll needs?

Yes No

Are you behind on your payroll taxes?

Yes No

Has your business already closed?

Yes No

When do you expect to cease operations?

Within 30 days 30-90 days Undecided

Do you owe back taxes?

Yes No

Almost there!

Based on your answers to these questions, it seems you may be eligible for IRS tax relief programs. To get professional help determining what you may qualify for and to stop IRS collections, fill out the information below.

First Name*

Last Name*

Email Address*

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The Tax Prep Checklist You’ve Been Waiting for