Client Information Sheet (Page 2 of 2) in pdf

Client Information Sheet Page 2

As a new client with Baity & Assoc., we want to ensure we are providing for all your personal or business

needs. Please mark the areas below that you have questions about, or would like information on:

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Bookkeeping

Quarterly payroll reporting, W-2’s & 1099’s

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Financial Statements

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Tax preparation: Individual, Corporate, Partnership, Trust, Estate, Gift, and

Non-profit Organizations

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Personal Property Renditions

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Vehicle Renditions

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Tax planning and consulting

Formation of a business (Inc., LLC or LP – with our Legal Affiliates)

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Dissolution of a business (Inc., LLC or LP – with our Legal Affiliates)

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IRS resolution - tax issues between Internal Revenue Service and the taxpayer

State of Texas resolutions – issues between State of Texas and taxpayer

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Sales Tax

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Notary public services

QuickBooks™ set up for a business

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QuickBooks™ training for staff

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QuickBooks™ on-site / in house / remote analysis

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Client Information Sheet Page 2