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You may be overpaying taxes each year!
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Name
First Name
Last Name
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Email
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example@example.com
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3
Did you consult with a tax professional prior to selecting a business structure?
Question 1/7
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4
Did your current CPA analyze previous year's tax return for mistakes and missed opportunities when you were accepted as a new client?
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5
Does your current CPA provide advisory sessions before you make major personal purchases and investment decisions?
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Does your CPA recommend and provide a session to analyze the financial impact of changes in functional areas (Human Resources, Operations, Sales, Marketing, Employee Benefits, Finances) before decisions have been made?
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7
Does your current CPA recommend you consult with them to analyze the tax impact of purchases that exceed a specific threshold?
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8
Have you have worked with a CPA to develop a business succession plan and review of it on an annual basis?
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9
Did you work with a CPA to develop a tax plan for your business?
Question 7/7
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10
Please feel free to provide any additional information or questions that you may have for us regarding your business or tax planning.
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