Email
Business Name
Your name and relationship to the business
Contact phone number
Business address
Business Background
Brief description of the business - please let us know your principal business activity
Do you have partners/other shareholders? If yes, please describe (i.e. type, ownership %, agreements, etc.)
What are your current gross revenues?
< $50,000 $50,000 - $100,000 $100,000 - $300,000 $300,000 - $500,000 $500,000 - $1,000,000 > $1,000,000
What are your projected gross revenues?
< $50,000 $50,000 - $100,000 $100,000 - $300,000 $300,000 - $500,000 $500,000 - $1,000,000 > $1,000,000
What are your prior-year gross revenues?
< $50,000 $50,000 - $100,000 $100,000 - $300,000 $300,000 - $500,000 $500,000 - $1,000,000 > $1,000,000
Are you a new venture? What stage of business startup are you at? What steps have you already taken to develop the business?
Are you currently interviewing another accounting firm? If so, is it a chain like H&R Block, another CPA firm, or a different type of tax preparer?
What was it about Freyman CPA that made you decide to reach out to us?
What services would you like us to provide you?
Prior History Questions
What is the most recent year for which returns have been filed?
What types of returns have you filed in the past? Federal income tax? State income tax? Which states? Payroll tax? Sales tax?
Service-Related Questions
If it's a one-time project, is it a notice response, tax projection, or something else? Please specify, otherwise enter N/A
What DO you like about your current accountant/accounting firm?
What DON'T you like about your current accountant/accounting firm?
How important to you is a rapid response to accounting and tax questions?
Is your bookkeeping system computerized? If so, what software do you use?
Do you outsource payroll? If so, please provide details (i.e. ADP, Gusto, Paychex, prior accountant)
What indications would you need in three months to determine that you have made the correct decision to hire us?
Please list any other service-related items or other discussion/disclosure points that you feel strongly about that we have not covered in this questionnaire?
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