K&A Bookkeeping Checklist
We’re so glad to have you join the team! This questionnaire is meant to provide us with general information regarding your business to help us get off to a great and productive start for you.

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Email *
Person of Contact *
Business Name *
How long have you been in business? *
Contact Number *
Tax ID *
Business Type  *if other please write on the side what type* *
Estimated Annual Income *revenue* *
How many employees? *
Do you need payroll? If yes how often are your employees paid? *
When is the last time you filed taxes? *
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/
DD
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YYYY
Have you had a bookkeeper before? *
What are your expectations for a bookkeeper? *
If you answered yes to the above question, what did you not like about your previous bookkeeper? If no *N/A* *
We have a tax management program, are you in need for any of the following? *check all that apply* *
Required
K&A Mobile Tax Services may occasionally have products or services that we think may interest you. By checking this box and using this form you give us consent to use automated technology to call and text you at the phone number(s) above, including your wireless number if provided. Please note that you are not required to provide this consent to make a purchase from us. *
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