Tell us about your books.

A few questions about your business and where your records stand today. It takes about three minutes, and it gives us what we need before we talk.

Your contact information

Full name *

Email *

Phone *

About your business

What do you need help with? *

Bookkeeping only Both bookkeeping and tax Tax preparation only Not sure yet

Legal business name (optional) As it appears on your filings. Skip this if you're filing as an individual.

Entity type (optional)

Are your books currently up to date? (optional) In QuickBooks Online or similar software.

Yes, current Somewhat No, they need cleanup Not applicable

Anything that adds complexity? (optional) Check any that apply.

Rental property Investment accounts or K-1s Multi-state income Prior-year returns not filed Other

Tell us more about the other complexity

Is this a new business or an existing one switching accountants? (optional)

New business Existing business, switching accountants Not applicable

Anything else

How did you hear about us? (optional)

Anything else we should know? (optional)

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Thanks for reaching out.

We've received your questionnaire and we'll be in touch within three business days.

If something comes up before then, you can reach us at (503) 601-4520.

Every questionnaire comes straight to our team — a person reads it, not a filter.

Family-run tax preparation, consultation, and bookkeeping in Tigard, Oregon, since 2007.

By appointment only
Mon–Fri,
9:00 AM–5:00 PM
Sat. by appointment only
Closed Sun.

(503) 601-4520
info@yourbusinesscounts.com
15405 SW 116th Ave, Ste 200
King City, OR 97224