JHCPA Business Questionnaire

General Information

Please provide us with some information about yourself and the business.
Business Name
Business EIN
XX-XXXXXXX
Entity Type
Your Name

First NameLast Name
Your Title
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Email Address
example@example.com
How do you track your business income and expenses?

Other Formats
Have you provided your total income and expenses for the year in a legible format?
For the tax return, we need to know the total income you received and how much you spent on each expense category such as Contract Labor, Advertising, Supplies, etc. during the tax year. This needs to be neat and ledgible so that we can reduce correspondence and save time.
Please select one:

Annual Income and Expenses

Rows	Total for Tax Year	Notes
Total Income
COGS - Purchases
COGS - Labor
COGS - Materials and Supplies
COGS - Other
Accounting Expense
Advertising
Bank Charges
Auto Expenses (excluding car payments)
Commissions Paid
Contract Labor (non-COGS)
Dues and Subscriptions
Employee Benefits
Insurance (other than health)
Mortgage Interest
Other Interest
Janitorial and Cleaning
Legal and Professional
Office Expense
Outside Services
Parking and Tolls
Pension and Profit-Sharing Plan Contributions
Postage and Shipping
Printing
Rent - Real Property
Rent - Vehicles, Equipment, Etc.
Repairs and Maintenance
Security
Supplies
Real Estate Taxes
Payroll Taxes
State Sales Tax
Other Taxes
Telephone
Tools
Travel
Total Meals
Uniforms
Utilities
Officer Wages
Other Wages
Other Expense
Other Expense
Other Expense

Did you provide your bank account and liability balances (credit cards, loans, etc.) as of 12/31?

Accounting Review

For QuickBooks Desktop and QuickBooks Online Users
When preparing a tax return, our firm not only reports income and expense, but we are tracking things that go on behind the scenes such as changes in equity, asset depreciation, owners' share of debt, different types of basis, etc., all of which are very important when the company is closed or sold, when assets are sold, or if there is an audit. Seemingly simple accounting entries during the year can throw these numbers out of balance and cause errors in reporting.

Finding and correcting these errors can be time-consuming even for an accounting professional, but could save a significant amount of time and money down the road. This is why we strongly encourage our clients to hire us to do an annual review of the company's accounting records to look for "red flags" that could indicate errors in reporting. (For legal reasons, we have to state that this review is not an audit and does not offer any assurance services.)

We offer a couple of different options below:
I would like:
Please indicate that you understand and take full responsibility for any errors in the financial reports which result in errors in the tax return(s).

Submission
Do you have any further comments or questions?
If you have any additional documents to provide, please upload here.

Cancelof
To the best of my knowledge, the information enclosed in this document is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.
Signature
Please verify that you are human
Should be Empty:

Rows	Type of Account (bank, credit card, loan, etc.	12/31 Balance
Account 1
Account 2
Account 3
Account 4
Account 5

Rows	Vehicle 1	Vehicle 2	Vehicle 3
Make / Model
Total Miles Driven During the Tax Year
Business Miles Driven During the Tax Year

General Information