Accounting Services Interest Form We are accepting new accounting and tax services client starting summer 2024. Please complete this form if you would to be put on a contact list for that time. Your first and last name Your email Your phone number Business name When did you start your business? What is your Legal Entity Structure? Schedule CS-CorpC-CorpLLCNon-profitOther What is your business's Federal Tax ID? Do you have employees? If so, how many on your payroll? YesNo Just the owner1-55-1011-1516-20 What services do you provide to your customers? What services are you interested in from North Star? Monthly AccountingQuarterly AccountingAP ManagementAR ManagementPayrollWA State Excise Tax ReturnCity B&O Tax ReturnQuarterly Tax EstimatesAudit Protection PlanLicensing MaintenancePersonal Property Tax ReturnCFO Services We require use of QuickBooks Online. Do you use QBO or are you willing to convert to QBO? YesNo What point of sale system do you use? What is your filing frequency with Washington's Department of Revenue for Business and Occupation Taxes? i.e. quarterly, annually Is there anything else we should know about your business or your financials? We offer packaged services. What tax services are you interested in? Federal business preparationFederal individual preparationTax consultingTax planningQuarterly estimates What taxes are you looking to us prepare and file? i.e. 2023, 2024, additional states Are you expecting any significant changes to your taxes? If so, what are they? Our firm uses secure portals through our website to upload financial documents and access your tax return(s). Would you be comfortable with this process? YesNo How did you hear about us?