Tax Filing Quote - Businesses 

Sole-Prop/Self-Employment/Standard LLC (Schedule C)

Were all of the required Form 1099s already filed?

Did the business make payments that would require Form(s) 1099 to be filed?

Did you keep track of your income & expenses?

I have completed financials showing income and all expenses already broken out into specific categories. 

I have accounting software, but it's not accurate or not up to date. I would like Keep-On-Booking to clean the books up for me to prepare financials.

I have a spreadsheet showing my income and expenses, but none of my expenses are broken out into specific categories.

I know my income and have paper receipts for my expenses. I would like Keep-On-Booking to add these up and break them into specific categories for me.

Select the one that best matches your recordkeeping of income & expenses.

I do not know my income or my expenses. I would like to submit my bank statements and have Keep-On-Booking review them to compile financials.

I do not know my income or my expenses, but I will get that information together and provide basic financials to Keep-On-Booking.

Select the one that best matches your situation.

Do you have an online accounting software, such as QuickBooks Online, Xero or Wave that has Bank Feed options?

We calculate all of the paychecks and forms manually.

Tax Filing Quote - Businesses

What is your first and last name?

What is your email address?

What is your legal entity type?

What is your role within the business?

What state is the business located in? If multiple states, please list all of them.

Does the business own any digital or foreign assets during 2025?

Did the business make payments that would require Form(s) 1099 to be filed?

How many owners does the business have?

Do you keep track of your income & expenses?

Did your company issue any W2's to employees?

Are you interested in a quote of year-round bookkeeping services to maintain your financials?

What else do we need to know to provide you an accurate quote?