Ferrara Business Services
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Client Acceptance Form
Company Name:
Address:
City:
State:
ZIP:
Phone:
Fax:
Please include area code
Email:
Web Site:
Federal Identification number:
State Withholding number:
Sales Tax Number:
Corporate Charter Number:
State of incorporation:
Date of incorporation:
Unemployment Tax Number:
Owners
Name
Address
Phone /Cellular
SSN
Industry Type:
How Long in Business:
Form of organization:
Corporation
Partnership
Individual
Limited Liability Company
Other Please specify:
Annual sales:
Number of employees:
Number of vendors/suppliers:
Number of customers:
Computer System Info
What type:
Internet connection, what type?
Select one
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How many hours dedicated to computer use daily:
At what time is that use performed
Select one
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What applications used
What accounting applications knowledge, Etc:
Services Needed:
Bookkeeping
Payroll Services
Employee payroll checks
Period
Payroll Taxes Preparation
W2/W3
Accounts payable:
Vendor Checks
1099/1098
Accounts Receivable
Invoicing
Statements
Collections
General Ledger
For how many transactions monthly
Depreciation
How many assets
Financial statements
Tax Services
Income Tax:
Sole-proprietor
Partnership
LLC
Corporation
Other:
Property Tax:
Local, City
Excise
Payroll
Other:
Sales Tax:
Annual
Monthly
Quarterly
States….
Need of catch up work
How many months?
What months and year?
Need late tax preparation work, years:
Copyright © 2007
Ferrara Business Services
