We’re so happy you want to be a part of Nakowicz Financial’s Business Services.

We’re ready to jump into your corner, but first, we need the details in the form below. Please fill out completely and certainly if you have a question let us know.

Your account setup will be easier if you gather this information ahead of time:

Monthly Accounting Only

All starting and ending dates:

  • Date of Incorporation
  • Actual Start Date
  • Current Year Fiscal End Date

All Partner/Shareholder Information

  • Home Address
  • Social Security Number
  • Email

Bank Account Information (All Banks and Credit Cards)

  • Routing Number
  • Account Number

Payroll Only

All of your tax ID numbers, including:

  • Your federal employer identification number (EIN)
  • Your state income tax ID number
  • Your local tax ID numbers (if applicable)

New Employers: Please check out our state specific help on getting started.

Your state unemployment (SUTA) account number and SUTA rate for your company.

Your state unemployment agency will send you a notice with your rate.

All employee information*, including:

*This can be found on the W-4 form filled out by your employees.

  • Names
  • Addresses
  • Social Security numbers
  • Tax filing status
  • Details on current deductions & company paid contributions

All other information


  • The pay rate and pay frequency (weekly, biweekly, etc.) for all employees.
  • All payroll registers for the current year, by pay date.

  • All employer taxes for the current year, by pay date.

  • Copies of all tax filings for the current year (i.e. 941, state & local tax returns, SUTA).

  • A voided company check. The account you wish to have the Payroll and Taxes drawn from.

  • The first page of the most current Bank Statement. Can be the complete statement we will only use the first page.

    You will be able to upload via this Form any documents, please have them scanned.