Discovery Questionnaire

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What to Expect
Effective January 1, 2026

At BB Tax & Accounting, we match clients with professionals who best meet their needs based on areas of expertise and staff availability.

If it is determined that one of our tax professionals is qualified to assist you and your unique service preferences, we will proceed with the following steps to onboarding:

Request a detailed onboarding questionnaire via our secure portal.

Request your most recent tax return(s) (upload, drop off, or mail), if applicable.

Request a non-refundable deposit toward your tax preparation fee in the amount of $400.

Annual Service Steps:

We will contact you about four months before any upcoming deadline.

We require completion of a firm-prepared questionnaire and a signed service agreement each year before we begin work.

Accurate and thorough responses are imperitive to ensure proper completion of each service.

General Policies:

Our office is open year-round.

Tax returns are published between Feb 1 - Apr 15 and May 1 - Oct 15.

Inquiries are usually answered within 3 business days.

Documents are processed within 10 business days (longer during peak months).

Payment is due at time of completion of service.

Our current fee structure is as follows:

Personal return without business or rental activities	$600-800
Personal return with business, rental, or extensive investment activities	$705-1,875
Business return with 1-2 owners	$1,200-1,650
Business return with greater than two owners	$1,650-12,000
Trust/estate income tax return	$1,200-6,000
Estate inheritance return	$3,500-6,000
Gift return	$250-1,600
Non-profit return	$1,875-12,000

Prices vary based on complexity, and/or clarity/reliability of supporting information provided by client.

Prices adjusted at preparers' discretion.

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Okay, enough about us. Tell us about you!

By continuing, you acknowledge that you've read and understand our general policies and expectations. If everything looks good, we're ready to get to know you, too.

The information you provide below gives us a better understanding of your tax situation, your needs, and what you're hoping for from your relationship with BB Tax & Accounting.

Grab your favorite beverage, tell us your story, and let's get started.
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Please provide your full name* This field is required.This information will not be shared outside of BB Tax & Accounting
First Name
Last Name
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Please provide your email address* This field is required.This information will not be shared outside of BB Tax & Accounting
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Please provide a valid telephone number* This field is required.This information will not be shared outside of BB Tax & Accounting
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Do you have a spouse and/or business partner?* This field is required.
YESNO
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Please provide their full name* This field is required.
First Name
Last Name
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Please provide their email address Optional
example@example.com
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Please provide their telephone numberOptional
Please enter a valid phone number.
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How did you hear about BB Tax & Accounting?* This field is required.
Internet search
Someone who works at the firm
Referral
Other
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Who referred you?* This field is required.So we can send them a thank-you note!
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Please explain* This field is required.
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How would you classify your goal in contacting BB Tax & Accounting?* This field is required.
Seeking a tax professional to help with a situation unique to a single tax year.
Looking for someone to provide current and future tax services.
I need to consult a tax professional for specific tax advice.
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Most recent tax year returns were filed:* This field is required.
2025
2024
2023
Earlier than 2023
New entity/Never filed
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Did you have your most recently filed tax return(s) prepared by a tax professional?* This field is required.If you have never filed a return before, please select "NO."
YESNO
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What made you decide to investigate changing service providers?* This field is required.
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What made you decide to seek professional tax services?* This field is required.
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What type of interaction with your tax professional would you prefer?* This field is required.
Scheduled face-to-face meeting at my tax professional's office to complete as much work as possible within the allotted time.
Scheduled telephone or Zoom meeting with my tax professional to review information I provided prior to the meeting.
Video presentation of my tax return outcomes that I can review and approve on my own schedule, available usually within 2 weeks of my providing all information necessary to complete.
I would like my annual tax return filing to affect my daily life as little as possible. Call and/or email with questions, and let me know when I can review the finished product.
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Please indicate which services you are looking for:* This field is required.
Personal tax preparation
Business/rental/sole proprietorship/side hustle tax preparation
Trust/estate tax preparation
IRS or other taxing authority representation (garnishments, balance(s) due, offer in compromise, etc.)
Review of prior years' tax returns
Tax liability projection
Professional consultation
Other tax services
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What type of business(es) do you have?* This field is required.
Sole proprietorship on Schedule C
Rental activity on Schedule E
Partnership - Form 1065
S-Corporation - 1120S
C-Corporation - Form 1120
I'm not sure
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What is the legal name of your business?* This field is required.
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What do you think about filing tax return extensions?* This field is required.
I prefer my taxes to be done on time.
I'm will adhere to my tax professional's guidance.
I file an extension every year
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Please tell us why you would like to work with BB Tax & Accounting.
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Please verify that you are human* This field is required.
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