Consultation Questionnaire
Fill in the information below.
Rows
Information
Personal or Company Name
Address
Contact Person
Title
Phone Number
Email
I am inquiring about
Business Services
Personal Tax and Finances
Both
When did you start your company?
What kind of business do you run?
What entity structure do you have established?
Sole Proprietorship
Single Member LLC
Partnership
LLC
Corporation
Unsure
Do you have any employees?
Yes
No
How many employees do you have?
What accounting software do you currently use, i.e., QuickBooks, Xero, FreshBooks, etc.?
Is your accounting function in-house or out-sourced?
In-house
Out-sourced
How many transactions occur on average each month?
What are your current financial challenges or concerns? Select all that apply.
Cash Flow
Budgeting
Debt Management
Other (specify below)
Specify other financial challenges or concerns not listed above.
What areas are needing improvement or assistance? Select all that apply.
Reconciliations
Reporting
Forecasting
Other (specify below)
Specify other areas of needed improvement or assistance not listed above.
Which accounting services are you interested or in need of? Select all that apply.
Accounting
Bookkeeping
Bookkeeping Clean-Up or Review
Business Tax Preparation
Sales Tax Reporting
Payroll Tax Reporting
Number of dependents:
Occupation:
Employment status
Employed
Self-employed
Unemployed
Retired
Sources of income
Salary/Wages
Investments
Rental income
Other
Tax filing status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Previous year's tax return preparation
Self-prepared
Professional Preparer
Other
What are your tax concerns or issues? Select all that apply.
Credits
Deductions
Planning for Upcoming Changes
Other
What are your short term (1-3 years) financial goals?
What are your long term (5+ years) financial goals?
What are your financial concerns or challenges? Select all that apply.
Debt Management
Retirement Planning
Education Funding
Investment Strategy
Other
Please provide any additional information you feel is pertinent and was not previously provided above.
What is your preferred time for a consultation?
Weekday Evening
Weekend Daytime
Weekend Afternoon
Other
Consultation preference:
In-Person
Virtual
Either
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