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Simon Hurry 6wax86m 3k4 Unsplash

Simon Hurry 6wax86m 3k4 Unsplash

10/21/2024

Simon Hurry 6wax86m 3k4 Unsplash

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Name*
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I need professional services for*
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- Individual Tax
- Both
Business name*
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Tell us a little bit about your business (what you do, who you serve, why you are in business, etc)*
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Decision Maker Name
Your Role
Type of Business
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Current CPA
How did you hear about us?*

Why are you looking for a new CPA?*
I understand that bookkeeping is a service included in every plan in order to make my accounting as easy and as accurate as possible*
- Yes
- No
What do you expect to pay monthly for our partnership?*
- $300 - $500
- $501 - $999
- $1,000 - $2000
- $2,001+
What do you expect to pay for professional tax services?*
- $350 - $500
- $501 - $850
- $850+
Are your tax returns up to date?*
- Yes
- No
Are your accounting records up to date?*
- Yes
- No
We are a virtual firm. How comfortable are you working electronically?*
- I grew up with the internet - very!
- I can get by OK
- I'm hesitant.
- Not comfortable
Are you looking for a long term relationship with a CPA / Accounting firm?*
- Yes
- No
- I'm not sure
What is the top problem or issue you think you need help with?*
On a scale of 1-10, how knowledgeable are you about how your taxes are structured or how your taxes work?
On a scale of 1-10, how knowledgeable are you understanding the financial implications of day-to-day business decisions?
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