WELCOME

We’re so glad you’re here.

It was a pleasure speaking with you. To get you set up — and keep that first call nice and short — tell us a little about yourself below. The more you share, the more prepared your Client Manager will be. And don’t give pricing a second thought — your Client Manager will put together a quote around exactly what you need.

Don’t know an answer, or not sure? No worries — just leave it blank. The only things we really need are a phone number and an email so we can reach you; your new Client Manager will work out the rest with you. That said, the more you’re able to share now, the better equipped your Client Manager will be for that first phone call.

IYour contact information

Full name

Phone number

Your date of birth

Occupation

Mailing address

City

State

ZIP

Referred by

How would you prefer we reach you?

Phone call Text Email

Best time to reach you?

Morning Afternoon Evening Anytime

IIA few tax questions

Are you filing as an individual or jointly?

Individual Married filing jointly Not sure

Since you’re filing jointly, a few quick details about your spouse.

Spouse’s full name

Date of birth

Occupation

Phone

Spouse permissions

May access the client portal May be contacted by email May be contacted by phone

Do you file taxes in more than one state?

No Yes

Which states?

Did you file a tax return last year?

Yes No Not sure

Are you coming from another tax preparer?

No Yes

Who prepared it before? (name or firm, if you can)

Do you have any dependents?

No Yes

Add each dependent. If one works and may need to file their own return, check the box.

Do you own any small businesses?

No Yes

Add each business, including how it's structured.

Do you already use QuickBooks Online?

Yes No

No problem — what accounting software do you use, if any?

Would you like to give us access to your books?

If you’re on QuickBooks Online, you can add us as your accountant so your Client Manager can take a look and get you set up faster. Completely optional — you can always do this later.

Yes No

How to add us in QuickBooks Online

Sign in to QuickBooks Online as the primary admin.
Select the Settings gear icon (⚙) in the top-right corner.
Under Your Company, choose Manage users.
Open the Accountants tab (in some versions it’s labeled “Accounting firms”).
Enter our email address: admin@excelongroup.com
Select Invite (then Save if you’re asked to).

We’ll get the invitation by email and accept it on our end — that’s all there is to it. Please send the invite to admin@excelongroup.com. On different software? No worries — leave it with us and your Client Manager will walk you through it.

IIIWhat can we help you with?

Check anything you're interested in — a rough idea is fine, and nothing here is a commitment. Your Client Manager will confirm the details and pricing with you.

Bookkeeping & QuickBooks

Set up QuickBooks Online Monthly bookkeeping — transaction downloads, reconciliation & QuickBooks support Quarterly bookkeeping — transaction downloads, reconciliation & QuickBooks support

Payroll

One-time payroll setup (includes applying for withholding & unemployment account numbers) Monthly online payroll services

Tax returns

Personal income tax return (may include LLC) Business income tax return Non-profit tax return

Filings

Personal/Business property tax listing 1099 preparation (if needed)

Formation & advisory

Non-profit formation — Form 1023 (501c3) Tax planning & projections (if needed) Tax/IRS notice resolution & consulting I'm looking for a new CPA

Do you have a rough annual budget in mind for accounting services?

Totally optional — just helps your Client Manager tailor recommendations to what fits you.

IVTell us what’s going on

In your own words, what are you looking for or trying to sort out?

Don’t forget to log into your Financial Cents Client Portal and upload any documents you think may be pertinent. Your username is the email address you gave us when we spoke on the phone.

We’ll look forward to your reply and get back to you as soon as we can.
— The Excelon Group, LLC