ToolsForm W-4 (2020)DownloadMO W-4 (2020)DownloadIL W-4 (2020)DownloadNew HireDownloadUSCIS Form I-9DownloadNeeds Assessment Form The more detail you provide allows our firm to form a plan that is suitable and profitable for You!Contact Information:First Name*Last Name*Street Address*City*State*ZIP*Contact Number*Website*Email*Business Information:Company Name*Business Type*—Please choose an option—CorporationSole-proprietorLLCSelf-EmployedPresidentEmployer ID NumberHow many bank accounts?—Please choose an option—12345678910+How many Credit Cards?—Please choose an option—12345678910+How Many Employees?FinancialsEstimated Tax ReturnsReceivables:Please choose what you currently use or are interested inEstimatesInvoicingSales/sales Tax TrackingProgress BillingOutside Apps (I.e POS System, ERSP…)Name Of POSPayrollPlease choose what you currently use or are interested inPayroll APPTime ClockTracking PPOOutside Payroll Provider (i.e. ADP, Paychex)Direct DepositTime Tracking SoftwareContract Labor PaymentsExpenses & Accounts Payable:Please choose what you currently use or are interested inPayment ProcessingTime-trackingBill Customers For TimeTrack Purchases Of Products/servicesBill Customers For ExpensesMulticurrencyMileage TrackingTrack Expenses By CustomerPrepare Forms 1099Create BudgetsInventory:Please choose what you currently use or are interested inTrack InventoryPerpetual3rd Party Inventory App SupportClass Or Location TrackingPeriodicPurchase OrdersBar Code ScanningOther Inventory Considerations
