Business Questions

What type of business service are you interested in (e.g., new business setup, compliance, tax planning, funding support)? *

How much does your business make?

Have you used business services with DSP Financial Services before *

Would you like to schedule a business consultation? If yes, please provide your preferred date and time. *

Please describe your business and its current stage. *

Due Diligence Questionaire For Business Income and Expense

How long have you been in business?

Do you have employees or contractors?

Yes

Were you issued a 1099NEC, 1099Misc, or 1099k for any of your income?

Yes

Did you issue any 1099NEC or W2s to your contractors or employees?

Yes

Did you pay any quarterly taxes this year?

Yes

How do you calculate your business income and expenses?

If you don’t have business expenses, explain why.

Do you have separate bank accounts for personal and business transactions?

Yes

Do you have any documentation to substantiate your business?

Yes

Upload Documents (If Applicable)

Did you receive any grant or loan in your business in the tax year?

Yes

Did you use any personal or business credit cards for your business expenses?

Yes

Preparer Additional Notes:

Reconstruction Of Business Income And Expenses (If Applicable)

What is an estimate of how many clients or customers you serve in your business?

How much do you charge for each service or product?

Explanation of Income:

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.