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First Name

Last Name

Email Address

Street Address

City

State

Cell Phone

How did you hear of EDH Tax Solutions?

Tell us your top concerns and challenges which prompted you to contact EDH Tax Solutions. The more specific you are, the better we will be able to understand your situation.

If you could wave a magic wand and make 3 financial challenges disappear, what would they be?

Check ALL the services listed you may be interested in: Check ALL the services listed you may be interested in: Clean up Current Books Data entry of Income and Expenses Bank and Credit Card Reconciliation QuickBooks Setup QuickBooks Consultation and Training Payroll Processing Corporate Minutes Process 1099's Choice of Entity IRS or FTB Assistance Prepare Tax Return Sales tax Reports

Who is your current tax preparer?

Does your tax preparer do the following? Does your tax preparer do the following? Strategize with you Review your return with you

What date was your last tax return filed?

When do you usually file your tax return by: When do you usually file your tax return by: March 15 April 15 May 15 September 15 October 15 November 15

When you contact your accountant, how quickly do you expect a response?

What is most important to you when choosing a tax service package? What is most important to you when choosing a tax service package? AFFORDABILITY of service is my primary concern EXPERTISE that a professional brings to my tax situation STRATEGIZE with me in order to maximize my goals

Your business name (if applicable)

Business Entity Business Entity Sole Proprietor S-Corp C-Corp LLC-Multi-Member Partnership Non-Profit

Business Website

How long have you been in business?

What does your business do?

What is the current trend of your company? What is the current trend of your company? Growing Flat Declining

What was the total amount of business income you deposited in the last 12 months? What was the total amount of business income you deposited in the last 12 months? $1-$100K $100K-$250K $250K-$500K $500K-$1 Million $1 Million-$2 Million $2 Million-$3 Million $3 Million-$4 Million $4 Million+

What does a successful business look like to you?

Fiscal Year End

How many employees / contractors do you have?

If you process payroll, who is your service provider?

How do you keep track of your income & expenses? How do you keep track of your income & expenses? Nothing Excel Quicken QuickBooks Online QuickBooks Desktop for PC QuickBooks Desktop for Mac Other

If you marked QuickBooks Desktop for PC or Mac, are you open to switching QuickBooks Online? If you marked QuickBooks Desktop for PC or Mac, are you open to switching QuickBooks Online? Yes No Already use QuickBooks Online!

How is your accounting currently being handled? How is your accounting currently being handled? I do it myself I have a bookkeeper inside my office I have an outsider bookkeeper No books yet