New Client Questionnaire
Wilber & Longenbaugh, PLLC Certified Public Accountants📧 contact@mwwcpa.com | frontoffice@mwwcpa.com📞 Office: (928) 532-3226 | Cell/Text: (602) 693-3312 | Fax: (928) 532-3229🏢 320 E Deuce of Clubs, Show Low AZ 85901
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Where did u hear about us?
I. Understanding Your Background & Needs
Are you looking for help in tax filing personal or business or both? Tell us about you and/or your business. What industry are you in, what do you do, and what are your primary products or services?
How long have you been in business?
What is your average gross revenue of your business (e.g., Less than 100K, 100K–1M, More than 1M)?
What is your current business structure (e.g., sole proprietorship, LLC, S-Corp, C-Corp, partnership)?
Who is currently handling your accounting and tax needs?
What are your biggest financial challenges or pain points right now?
What are your short-term and long-term financial goals for your business?
II. Specific Service Needs
What types of tax returns do you typically file (federal, state, sales tax, etc.)?
Are you up-to-date on all your tax filings?
Have you ever been audited, or do you have any outstanding tax issues?
Are there any specific tax-related questions or concerns you have?
How are you currently managing your financial records (e.g., QuickBooks, Excel, manual ledger, nothing)?
How often do you need financial statements (monthly, quarterly, annually)?
What level of detail do you need in your financial reporting?
Are you looking for assistance with accounts payable, accounts receivable, or general ledger management?
What software/platform/vendor (QuickBooks, ADP, Paychex or any other) are you currently using?
How many employees do you currently have?
How often do you process payroll (weekly, bi-weekly, semi-monthly, monthly, quarterly, etc.)?
Are you familiar with federal and Arizona state payroll tax requirements?
Do you need help with direct deposit, W-2s, 1099s, or other payroll filings?
III. New Entity Formation & Legal Considerations
Do you need help in creating a new business entity (e.g., LLC, S-Corp, C-Corp, Sole Proprietorship, Partnership)?
What are your concerns regarding personal liability for business debts or lawsuits?
Do you anticipate needing to raise capital from outside investors in the future?
Are there any specific legal requirements or licenses unique to your industry that you are aware of?
Do you plan to have employees from day one, or will you be operating as a solo entrepreneur initially?
Will this business operate in Arizona only, or do you anticipate expanding to other states in the future?
IV. Business Advisory
Are you considering any significant business changes in the near future (e.g., expansion, new ventures, selling the business)?
Do you need assistance with budgeting, forecasting, or cash flow management?
Are you looking for guidance on business entity creation/selection, succession planning, or general financial strategy?
What financial metrics or key performance indicators (KPIs) are most important to you?
V. Expectations & Logistics
What are your expectations for a relationship with a CPA firm?
How do you prefer to communicate (email, phone, Zoom, or in-person meetings)?
What is your preferred timeline for getting started with our services?
Do you have any specific deadlines or urgent needs we should be aware of?
What is your budget for professional accounting and tax services?
VI. Arizona-Specific Questions
Are you familiar with Arizona's Transaction Privilege Tax (TPT), and do you need assistance with it?
Are there any specific Arizona state regulations or compliance issues you're concerned about?
Do you have any employees in other states, or just in Arizona?
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