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LET'S GET YOUR OFFICE READY FOR Q2!

Complete your Office Status Form so we can support your growth and help you plan your next steps.

Stay aligned with company initiatives
Identify opportunities for additional services
Get direct support to grow your office year-round

After submitting this form:

Our team will review your responses
You may receive a call from Onboarding or Support
We’ll help you build your Q2 plan and next steps

Q2 OFFICE STATUS CHECK IN

This check in is to understand how your office is operating after Q1 (1040 season) and how we can support you in maintaining year round operations.

Section 1: Office Information

Office Name:

Nombre de la Oficina

Owner Name:

Nombre del Propietario

Phone Number: *

Número de Teléfono

Email *

Correo Electrónico

Address

Street Address

State

Zip Code

Section 2: Office Operations

Will your office operate year-round?

Yes

No

Operación Durante Todo el Año

If No, please explain:

Si respondiste No, por favor explica.

Hours of Operations

Monday

Open

Closed

By Appointment Only

Hours of Operation (Monday)

Tuesday

Open

Closed

By Appointment Only

Hours of Operation (Tuesday)

Wednesday

Open

Closed

By Appointment Only

Hours of Operation (Wednesday)

Thursday

Open

Closed

By Appointment Only

Hours of Operation (Thursday)

Friday

Open

Closed

By Appointment Only

Hours of Operation (Friday)

Saturday

Open

Closed

By Appointment Only

Hours of Operation (Saturday)

Sunday

Open

Closed

By Appointment Only

Hours of Operation (Sunday)

End of Season Operational Checklist

Have you transferred all returns to the Corporate Office?

Yes

No

I need help

¿Has transferido todas las declaraciones a la oficina corporativa?

Have you printed all required reports?

Yes

No

I need help

Have you printed all required reports?/ ¿Has impreso todos los reportes requeridos?

Have you completed all necessary documentation?

Yes

No

I need help

¿Has completado toda la documentación necesaria?

Have all rejected files been cleared or reviewed?

Yes

No

I need help

¿Has revisado o resuelto todos los archivos rechazados?

Have you followed up with unfunded clients?H

Yes

No

I need help

¿Has dado seguimiento a los clientes sin fondos (unfunded)?

Did you print and distribute any remaining refund checks?

Yes

No

I need help

¿Imprimiste y entregaste todos los cheques de reembolso pendientes?

Have you shredded unused check stock?/

Yes

No

I need help

¿Has destruido (triturado) el stock de cheques no utilizados?

Have all client tax forms and documents been returned to clients?

Yes

No

I need help

¿Has devuelto todos los formularios y documentos fiscales a los clientes?

Section 3: Office Setup & Staffing

Do you have a physical office location?

Yes

No

¿Tienes una ubicación física de oficina?

Please list the Name, Phone, Email, and Status of each team member. Please note, any terminated team members will be removed from all communications.

Por favor incluye el Nombre, Teléfono, Correo Electrónico y Estado de cada miembro del equipo. Ten en cuenta que cualquier miembro terminado será eliminado de todas las comunicaciones.

How many team members do you have?

Only Me in the office
1
2
3
4
5
6
No elements found. Consider changing the search query.
List is empty.

Manager

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

Tax Preparer 1

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

Tax Preparer 2

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

Tax Preparer 3

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

Tax Preparer 4

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

Tax Preparer 5

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

Tax Preparer 6

Name
Email
Phone
Status

Status: Active, Inactive, Terminated

If you prefer, you may also upload a document with your teams info HERE:

Section 4: Services Offered

Please select all services your office currently offers:

Business Taxes/ Impuestos de Negocios

Bookkeeping/ Contabilidad (Bookkeeping)

Entity Formation/ Formación de Empresas

Payroll/ Nómina (Payroll)

Life Insurance/ Seguro de Vida

Auto Insurance/ Seguro de Auto

Health Insurance/ Seguro de Salud

Real Estate/ Bienes Raíces

Mortgage/ Hipotecas

Tax Resolution/ Resolución de Impuestos

Tax Planning/ Planificación Fiscal

Tax School/ Escuela de Impuestos

Immigration/ Inmigración

Credit Repair/ Reparación de Crédito

Notary/ Notaría

Other/ Otro

Servicios Actuales

Please let us know if you would like more information about any of these services.

Section 5: Emergency Contact

In case we cannot reach you:

Name
Phone
Email

Section 6: Additional Office Details

Please add any additional details that corporate should know:

Por favor agrega cualquier información adicional que la oficina corporativa deba conocer.