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Kelly Sikkema M98nrbuzbpc Unsplash

Kelly Sikkema M98nrbuzbpc Unsplash

04/18/2024

Kelly Sikkema M98nrbuzbpc Unsplash

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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*
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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?*
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Are your accounting records up to date?*
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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.
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Are you looking for a long term relationship with a CPA / Accounting firm?*
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- 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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