Skip links
Skip to content
256-975-2786
Support@blueaccttax.com
Toggle navigation
Services
Tax Debt Resolution
Individual Tax Preparation
Business Tax Preparation
Accounting Services
Tax Advisory
Audit Services
Business Entity Set Up
Estimated Tax Calculation
Request Personal Extension
Request Business Extension
Request 1099 Forms Preparation
Industries
Tax Center
Request Tax Services
Resources
Divvy Credit Application
Client Portal
Tax Industry News
Student Center
Tax Mastery Hub
About
About Us
Careers
Contact Us
Book an Appointment
Book An Appointment
New Blue Bookkeeping Client Checklist
Business Profile Details
Legal Business Name
Purpose of Business
Primary Contact First Name
(Required)
Primary Contact Last Name
(Required)
Primary Contact Phone Number
(Required)
Primary Contact Email
(Required)
Secondary Contact First Name
(Required)
Secondary Contact Last Name
(Required)
Secondary Contact Phone Number
(Required)
Secondary Contact Email
(Required)
Business Mailing Address
(Required)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Business Website
Additional Business Information
Employees
List
First Name
Last Name
Position
Add
Remove
Banking Details
Checking – Bank Name
Bank Name
Bank Name
Bank Name
Add
Remove
Savings – Bank Name
Bank Name
Bank Name
Bank Name
Add
Remove
Credit Cards – Company Name
Company Name
Company Name
Company Name
Add
Remove
Please Provide the Following Documents under the My Accountant Share Document Section:
Business Documents:
Articles of incorporation or business formation
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB.
EIN Letter from IRS
Max. file size: 1 GB.
Tax Documents:
Prior Year Tax Returns – Last 3 years
Max. file size: 1 GB.
Financial Documents:
Copies of monthly bank statements
Max. file size: 1 GB.
Copies of credit card statements
Max. file size: 1 GB.
Copies of loan agreements & statements
Max. file size: 1 GB.
Current financial reports – generated from QuickBooks, Wave, Excel or any other source) (Note, please disregard if Blue is connected to your current bookkeeping software)
Max. file size: 1 GB.
Most recent account reconciliations ) (Note, please disregard if Blue is connected to your current bookkeeping software)
Max. file size: 1 GB.
Spreadsheet of all cash transactions (We can provide you with a sample expense spreadsheet, if needed)
Max. file size: 1 GB.
Bookkeeping To Dos – **These must be completed in order for Blue to start the bookkeeping service**
Add Blue Accounting, Tax and Consulting to the Quickbooks
Link to instructions:
Add accountant users in QuickBooks Online (intuit.com)
Link all banking and credit cards to Quickbooks.
Link to instructions:
Connect bank and credit card accounts to QuickBooks Online (intuit.com)
