TD&T Financial Group

Fee Estimate

Personal Information

* Denotes Required Fields

* Legal Business Name:

* Contact Name:

* Address:

* City:

* State:

* Zip:

* E-mail:

Phone:

Fax:

General Information

What type of business do you operate?

How is your business set up?

Do you currently use an accounting software package?

If yes, which one?

How often do you require financial statements?

Number of checks and/or credit card entries made per month:

Payroll Requirements

How many employees do you have? (Include yourself if you receive a paycheck from the company.)

How often do you pay employees?

How often do you pay Federal payroll taxes?

Are you required to withhold any non-Iowa State payroll taxes (i.e., do you have to pay anyone who live outside of Iowa?)

Additional Comments

Please let us know of any special circumstances or requirements for your business, or if you are interested in handling some bookkeeping tasks yourself.

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