Email
Business Name
Your name and relationship to the business
Contact phone number
Compliance History
If so, please provide a detailed description of the current investigation. Otherwise, please enter N/A
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.)
Are you profitable? (If not, how do you plan on covering operations and cash flow?)
How did you learn about Freyman CPA, P.C.?
Why are you contacting Freyman CPA, P.C.? 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?
Do you have any outstanding tax liabilities? What kind and approximately how much?
Service-Related Questions
What is your current "pain", i.e. business problem?
What is your annual budget for accounting services? How much have you paid for this service in the past?
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)
Do you process your own payroll (non-outsourced)? Do you use software? If so, which one?
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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