Get a Quote

Malibu Accounting and CPA Quick Quote

Quotes are based on your Company’s transactions volume, financial activities, and services requested. You can contact R. Frank Miller, CPA directly to provide your information or you can complete the Client Information Form below and we will contact you with-in 48 hours.

Client Information Form

Business Mailing Address

Business Location Address

✓ Valid

Do you want us to prepare financial statements for you?

If yes, how often would you like us to provide financial statements to you?

What type of entity is your business?

How many owners, members, and/or shareholders for your business?

Assets Questions

How many bank accounts do you have?

Do you accept credit cards as payment from your customers?

If yes, how many merchant accounts do you have?

Do you have any investments like stocks, mutual funds, etc.?

If yes, how many investment accounts do you have?

Do you have and maintain inventory in your business?

Do you own or lease any property and equipment such as land, buildings, automobiles, equipment, etc.

If you selected, "Own and Lease" do you pay rent for a building and/or the office?

Liabilities Questions

How many credit card accounts do you have that need to be reconciled?

Do you have any loans payable to banks, creditors, shareholders, individuals, etc.?

Do you pay state sales or use tax?

How many employees do you have in your business?

Do you use a payroll service to prepare the payroll?

What payroll service do you use?