• Client Questionaire

  • New Client Questionnaire

    Thank you for your interest in FINNancial Group.  Please complete as much of the form as possible.  All information provided is strictly confidential and will not be shared with anyone outside the firm.

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Entity Information

  • Date of Formation
     - -
  • Accounting Year

  • General Information

  • FINANCIAL

  • Do you know your Gross Margin %?
  • Is your business as profitable as you expected?

  • Payroll Stuff

  • Do you have employees?*
  • Are you behind in paying payroll taxes?
  • To the best of your knowledge, are you making all the appropriate withholdings?
  • Does your payroll system integrate with your accounting system?
  • Please check any benefits you provide employees

  • Income Tax Stuff

  • Are you current with filing prior years business returns?
  • Are you current with filing prior years personal returns?
  • Do you feel you paid too much in taxes last year?

  • Other Tax Stuff

  • Do you file sales taxes?

  • Accounting Stuff

  • Do you have an office admin or staff that handles the day to day bookkeeping function in your office?

  • Desired Services

  • Please check all areas you are interesting in.

  • Nonprofits

  • Last Questions

  • Should be Empty: