IMPORTANT - - -
As of 01.01.23 we are not taking on any additional new clients.
We have MORE than enough work at this time and we need to focus on that work.
You can contact us for referrals.
We thank you for your interest!
As of 01.01.23 we are not taking on any additional new clients.
We have MORE than enough work at this time and we need to focus on that work.
You can contact us for referrals.
We thank you for your interest!
Your time is valuable and we don't want to promise you anything we cannot deliver.
Before we can decide whether or not we can commit to providing you with services, we have to make sure we understand your business and its needs. You can provide the following information in an email narrative or even print this page and jot down your answers next to the questions as many answers are one-word answers.
Once we get the answers to these basic questions, we will let you know if we feel we can provide you with the services you need. If yes, we will let you know and you can then move forward with accumulating the information on the following pages.
Please tell us a bit about your business and personal situations….
How many years have you been in business?
What type of legal entity is your business (incorporated, partnership, sole proprietor)?
If your business is a LLC, what type of form is used (schedule E,C, 1120s, 1065, 1120) to report the activity?
Do you provide services and if yes, what type (attorney, real estate broker, consulting, etc)?
Do you provide products and if yes, what products?
If you sell products, do you maintain and track inventory?
Payroll and contract services....
Do you have employees (W2) and/or independent contractors (1099s)?
Do you need quarterly / annual payroll tax returns?
Do you have any NON Georgia withholding on your employees?
Do you collect sales tax and would you need us to prepare/file the returns?
Do you file a property tax return with your County?
Do you have foreign income and/or assets that affect your business or personal taxes?
We can discuss but we are not accepting client with foreign income or assets as potential penalties are too high.
We would have to have you complete form 8938 and or the FIN Cen form.
www.irs.gov/businesses/comparison-of-form-8938-and-fbar-requirements
^--- Please visit this link for more info on Foreign assets/income for more information including penalties.
Crypto/digital currency - - This activity is pretty much like dealing with stocks.
You have to summarize your gains and losses and we will then report appropriately.
We do NOT do the summary of your activity.
That should be done by the site handling your online activity.
It should be a clear summarized report showing short term and long term totals.
Do you do a "back door roth IRA"?
We provide that service but you MUST let us know that is what you are doing.
We also charge extra because it does involve experience, record keeping, and extra reporting that spans more than 1 year.
Do you have or expect a "net operating loss" (NOL) in your business?
If yes, let us know so we can discuss,
Are you OK with using email to communicate?
We send out periodic emails that are time sensitive depending on your needs, are you pretty good with replying to emails timely?
Do you pay your taxes timely?
Are you OK with paying and filing taxes online?
Are you fine with extending the filing deadline of your tax returns?
Do you need file income State tax returns OTHER than Georgia?
If yes, what States?
What software do you use to maintain your ledger?
Do you use or are you willing to use remote access software?
Once we get a full understanding of the above we can then move on to the following questions to get more detail.
For now, let's just focus on the above.
= = = = = == = = = = = = = = = = = = = = = = = = = = = = = =
Date: ___ __ Client#: _________________
Individual Name:___ Spouse: _____
Ss# ___________________________________ SS# _________________________
d/o/b __________________________________ d/o/b ________________________
Address_____________
Address______________________________________________________________
Business Name:________________________
FEDERAL ID#:______________________- _____________________
Date Started____________
Address see above ____________________
List officers, stockholders or partners here:
Name_________________ _ Address_________________________________
Name______________________ Address__________________________________
Name ______________________ Address__________________________________
Name _______________________Address__________________________________
Additional information concerning officers, stockholders or partners will be needed if we are retained to
prepare corporate returns.
Telephone:(H)_________________(O) _______________ (Cell _________________)
Email:_________________________
Do you check email daily? ______________
Preliminary Questions:
1. Are you current with your tax returns?___: What years are still open?______ (We require an additional retainer of $295.00 per year on each individual return that is open if more than just the most recent year is still open. And $600.00 per year on each business/non-individual return that is open if more than just the most recent year is still open.)
2. Are you using QuickBooks? NO__ What version? _________, OR
What program are you using? _______________________
In order enable us to determine the possible extent of assistance necessary on our part to adjust your Quick Books, may we take a preliminary look at your QB files (at no cost to you)?
If yes, what is the password?
3. Do you have and delinquent notices from the IRS or state of GA .
4. Are you incorporated? ____ Are you an S-Corp? _____
6. What is the general nature of your business?_______________________ Are there any deadlines that you have?_________________________________________________
Business Tax ID #: __________________Date Established:.
I am leaving my previous accountant because: [ ] their fees were too high, [xx ] the work was not done timely, [ ] other. Explain here
.______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
Services Requested:
Check all boxes that apply
Return Type: Federal State Year(s) End Due Date: ______________________
[ ] C Corporation 1120 600 ________ 1st Extension Due:__________________
[ ] S Corporation 1120s 600s _________ 2nd Extension Due: _________________
[ ] Partnership 1065 700 ________
[ ] Individual 1040 500 ________
[ ] Trust/Fiduciary 1041 501 ________
[ ] Estate 706 ________
[ ] Gift 709 ________
.
[ ] QB set up ($500 training. QB program is additional cost)
[ ] Apply for S-Corp Election (IRS 2553)(needs to be done within 75 days of incorporation)
[ ] Apply for Federal, State withholding and unemployment ID numbers and S-Election ($125)
[ ] Monthly posting of checks and deposits
[ ] Bank Reconciliations
[ ] Sales tax returns
[ ] Payroll tax returns .
[ ] Prepare W-2s
[ ] Prepare 1099s
[ ] Property tax returns
[ ] Financial Statements .
[ ] Business Valuations
[ ] Assist with establishing non-profit status with the IRS
Preferred method for:
Tax Returns E-File TRADITIONAL
Paper File (Refunds: Direct Deposit-requires a voided ck or Voucher provided by Firm)
Invoice Email Reg Mail
Correspondence Email Reg Mail
Required Documents for New Corporations:
[ ] Articles of Incorporation
[ ] Certificate of Incorporation
[ ] Letter from IRS granting the ID number
[ ] By-Laws
[ ] Stock Certificate
How did you hear of us? or referred by? ______________________________________________
Other comments: _____
_______________________________________________________________________________________
Schedule of Service Fees:
*** Retainer required on all new accounts
* Tax consultation or Tax appointment with Paul C. Oddo, Jr. is $125 per hour.
* Tax work preparation is, on average, $95 per hour.
* Individual returns average around $295 per return (or greater depending on the complexity of the return).
* Corporations, Partnerships, Limited Liability Company (LLC), Sole-Proprietor, Estate, Trust, or Non-profit returns are on average $600 per return (or greater depending on the complexity of the return).
* Bookkeeping and other services is, on average, $65-$85 per hour.
**Past due individual tax return preparation requires a $295 retainer per return. Please provide a check or cash at the time of your appointment.
Client Signature: ___________________________________Prepared by: ______________________
Before we can decide whether or not we can commit to providing you with services, we have to make sure we understand your business and its needs. You can provide the following information in an email narrative or even print this page and jot down your answers next to the questions as many answers are one-word answers.
Once we get the answers to these basic questions, we will let you know if we feel we can provide you with the services you need. If yes, we will let you know and you can then move forward with accumulating the information on the following pages.
Please tell us a bit about your business and personal situations….
How many years have you been in business?
What type of legal entity is your business (incorporated, partnership, sole proprietor)?
If your business is a LLC, what type of form is used (schedule E,C, 1120s, 1065, 1120) to report the activity?
Do you provide services and if yes, what type (attorney, real estate broker, consulting, etc)?
Do you provide products and if yes, what products?
If you sell products, do you maintain and track inventory?
Payroll and contract services....
Do you have employees (W2) and/or independent contractors (1099s)?
Do you need quarterly / annual payroll tax returns?
Do you have any NON Georgia withholding on your employees?
Do you collect sales tax and would you need us to prepare/file the returns?
Do you file a property tax return with your County?
Do you have foreign income and/or assets that affect your business or personal taxes?
We can discuss but we are not accepting client with foreign income or assets as potential penalties are too high.
We would have to have you complete form 8938 and or the FIN Cen form.
www.irs.gov/businesses/comparison-of-form-8938-and-fbar-requirements
^--- Please visit this link for more info on Foreign assets/income for more information including penalties.
Crypto/digital currency - - This activity is pretty much like dealing with stocks.
You have to summarize your gains and losses and we will then report appropriately.
We do NOT do the summary of your activity.
That should be done by the site handling your online activity.
It should be a clear summarized report showing short term and long term totals.
Do you do a "back door roth IRA"?
We provide that service but you MUST let us know that is what you are doing.
We also charge extra because it does involve experience, record keeping, and extra reporting that spans more than 1 year.
Do you have or expect a "net operating loss" (NOL) in your business?
If yes, let us know so we can discuss,
Are you OK with using email to communicate?
We send out periodic emails that are time sensitive depending on your needs, are you pretty good with replying to emails timely?
Do you pay your taxes timely?
Are you OK with paying and filing taxes online?
Are you fine with extending the filing deadline of your tax returns?
Do you need file income State tax returns OTHER than Georgia?
If yes, what States?
What software do you use to maintain your ledger?
Do you use or are you willing to use remote access software?
Once we get a full understanding of the above we can then move on to the following questions to get more detail.
For now, let's just focus on the above.
= = = = = == = = = = = = = = = = = = = = = = = = = = = = = =
Date: ___ __ Client#: _________________
Individual Name:___ Spouse: _____
Ss# ___________________________________ SS# _________________________
d/o/b __________________________________ d/o/b ________________________
Address_____________
Address______________________________________________________________
Business Name:________________________
FEDERAL ID#:______________________- _____________________
Date Started____________
Address see above ____________________
List officers, stockholders or partners here:
Name_________________ _ Address_________________________________
Name______________________ Address__________________________________
Name ______________________ Address__________________________________
Name _______________________Address__________________________________
Additional information concerning officers, stockholders or partners will be needed if we are retained to
prepare corporate returns.
Telephone:(H)_________________(O) _______________ (Cell _________________)
Email:_________________________
Do you check email daily? ______________
Preliminary Questions:
1. Are you current with your tax returns?___: What years are still open?______ (We require an additional retainer of $295.00 per year on each individual return that is open if more than just the most recent year is still open. And $600.00 per year on each business/non-individual return that is open if more than just the most recent year is still open.)
2. Are you using QuickBooks? NO__ What version? _________, OR
What program are you using? _______________________
In order enable us to determine the possible extent of assistance necessary on our part to adjust your Quick Books, may we take a preliminary look at your QB files (at no cost to you)?
If yes, what is the password?
3. Do you have and delinquent notices from the IRS or state of GA .
4. Are you incorporated? ____ Are you an S-Corp? _____
- Are you an LLC (Limited Liability Company)? _______ Are you taxed as Partnership or as Corp? ____
6. What is the general nature of your business?_______________________ Are there any deadlines that you have?_________________________________________________
Business Tax ID #: __________________Date Established:.
I am leaving my previous accountant because: [ ] their fees were too high, [xx ] the work was not done timely, [ ] other. Explain here
.______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
Services Requested:
Check all boxes that apply
Return Type: Federal State Year(s) End Due Date: ______________________
[ ] C Corporation 1120 600 ________ 1st Extension Due:__________________
[ ] S Corporation 1120s 600s _________ 2nd Extension Due: _________________
[ ] Partnership 1065 700 ________
[ ] Individual 1040 500 ________
[ ] Trust/Fiduciary 1041 501 ________
[ ] Estate 706 ________
[ ] Gift 709 ________
.
[ ] QB set up ($500 training. QB program is additional cost)
[ ] Apply for S-Corp Election (IRS 2553)(needs to be done within 75 days of incorporation)
[ ] Apply for Federal, State withholding and unemployment ID numbers and S-Election ($125)
[ ] Monthly posting of checks and deposits
[ ] Bank Reconciliations
[ ] Sales tax returns
[ ] Payroll tax returns .
[ ] Prepare W-2s
[ ] Prepare 1099s
[ ] Property tax returns
[ ] Financial Statements .
[ ] Business Valuations
[ ] Assist with establishing non-profit status with the IRS
Preferred method for:
Tax Returns E-File TRADITIONAL
Paper File (Refunds: Direct Deposit-requires a voided ck or Voucher provided by Firm)
Invoice Email Reg Mail
Correspondence Email Reg Mail
Required Documents for New Corporations:
[ ] Articles of Incorporation
[ ] Certificate of Incorporation
[ ] Letter from IRS granting the ID number
[ ] By-Laws
[ ] Stock Certificate
How did you hear of us? or referred by? ______________________________________________
Other comments: _____
_______________________________________________________________________________________
Schedule of Service Fees:
*** Retainer required on all new accounts
* Tax consultation or Tax appointment with Paul C. Oddo, Jr. is $125 per hour.
* Tax work preparation is, on average, $95 per hour.
* Individual returns average around $295 per return (or greater depending on the complexity of the return).
* Corporations, Partnerships, Limited Liability Company (LLC), Sole-Proprietor, Estate, Trust, or Non-profit returns are on average $600 per return (or greater depending on the complexity of the return).
* Bookkeeping and other services is, on average, $65-$85 per hour.
**Past due individual tax return preparation requires a $295 retainer per return. Please provide a check or cash at the time of your appointment.
Client Signature: ___________________________________Prepared by: ______________________