Georgia Small Business CPA

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450-106 State Road 13 Suite 121 Saint Johns, FL 32259

1360 Giles Road
Monroe, GA 30655

678-TAX-7777

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15 Minute Discovery Meeting for Business Accounting Services

Business Client Questionnaire

*Please complete these questions prior to scheduling your 15-minute discovery meeting. Be sure to click the link to schedule the time after you submit this questionnaire.

*Answer N/A where not applicable

Email

Business Name

Your name and relationship to the business

Contact phone number

Business Type - Entity Type

1120 1120S 1065 1040 990 I'm not sure

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.?

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?

Do you now have, or have you had in the past, installment agreements for your tax liabilities?

Yes No

Have you received any notices from tax authorities?

Yes No

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?

Do you currently have a CPA?

Yes, I have one now Yes, I had one previously No, I have not

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 employ a bookkeeper?

Yes No

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?

What is your preferred method of communication with your accountant/advisor?

Telephone Email Virtual meetings Meet in person

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?

Freyman CPA, P.C.

450-106 State Road 13
Suite 121
Saint Johns, FL 32259
Phone: (904) 330-1200
Fax: (646) 568-9804
Email Us

1360 Giles Road,
Monroe, GA 30655

Services

Business Advisory
Accounting Services
Individual Tax Compliance
Tax Audit Representation
Estate And Trust Administration
Foreign And Specialty Services
Industries We Serve
Jacksonville Bookkeeping
Jacksonville Business Advisory

Tax Representation

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