Questionnaire

General Information

What is your name and/or business name?

What type of services are you looking for?

Are you an individual, self-employed, or a business?

What is your entity type (if applicable)?

Tax Preparation & Planning

Do you need help with:

Current-year tax filing?

Prior-year returns?

Tax strategy and planning for the future?

Are there any specific tax concerns you need assistance with?

Do you own rental properties or other passive income streams?

Have you had any major life changes recently?

Do you expect any unusual or one-time events this year?

Bookkeeping Services

Do you need ongoing bookkeeping services or a one-time cleanup?

What accounting software do you currently use (if any)?

Do you have a preference for how your books are maintained?

Are your financial records up-to-date?

Yes, they're current

No, they're partially updated

No, they need a full review and cleanup

What is the frequency of your transactions?

Payroll Services

Do you have employees or independent contractors? If so, how many?

Do you currently have a payroll system in place?

Yes, I use: (e.g., Gusto, ADP, QuickBooks Payroll, etc.)

No, I don’t have a system and need help setting one up.

How often do you run payroll?

Do you have payroll compliance concerns or issues?

Business-Specific Needs

What is your annual revenue? (This helps determine complexity and scope.)

How many bank accounts or credit card accounts does your business use?

Do you need help with sales tax reporting?

Do you need assistance with budgeting, forecasting, or financial reporting?

Have you had any audits or compliance reviews in the past?

Tax Filing History

Are your personal or business taxes up-to-date?

Yes, I’ve filed all required returns.

No, I have missing or overdue returns.

I need help amending past returns.

Do you owe back taxes or have unresolved IRS/state issues?

Do you know if you qualify for any specific tax credits or deductions?

Future Plans

Short answer

Do you anticipate hiring employees or contractors in the near future?

Are you seeking assistance with succession planning or retirement planning?

Are you planning any major changes in the next 1-2 years?

Document Needs

Do you already have the documents and information needed to get started?

If no, do you need help gathering and organizing your records?

Additional Information

Is there anything else about your situation that you think we should know?

What are your biggest pain points or challenges with your current financial management?

These questions will allow you to assess the scope of work, identify any potential complexities, and tailor your services to meet the client’s needs.

CLIENT QUESTIONNAIRE