Georgia Small Business CPA
450-106 State Road 13 Suite 121 Saint Johns, FL 32259
1360 Giles Road
Monroe, GA 30655
About Freyman CPA
Angela Freyman, MBA, EA
Greg Freyman, CPA, CGMA
Why Choose Freyman CPA?
Meet Our Clients
Pricing & Process
Onboarding For Business
Pricing For Business Bookkeeping
General Price Structure
The Retroactive Estimate
Information Gathered – Retroactive Estimates
Cost Driver For Estimates
Putting Together An Estimate
Onboarding For Individuals
Buying or Selling of a Business
Evaluating Franchise Opportunities
Power Built Program
Bookkeeping & Accounting
QuickBooks Online Assistance
Estate & Trust Administration
Strategy & Planning
Planning Insights Newsletter
15 Minute Discovery Meeting for Individual Tax Services
Individual Client Questionnaire
We periodically send out important communications and reminders to our client list to keep you appraised of the latest developments and deadlines. May we add your email to our mailing list? We promise we won't spam you!
Has a tax professional prepared your prior three years of tax returns? Please explain.
How did you hear about Freyman CPA?
What do you expect to gain from building a relationship with a professional tax accounting team?
What specific areas of concern would you like to hire us for at this time?
Spouse Email Address
Did you have foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships, or a foreign employer?
What are your sources of income? *
Interest (1099 INT)
Dividends (1099 DIV)
Stocks/asset sales (1099B)
Partnerships and S corporations (K1 forms)
Distributions from retirement accounts (1099 R)
Self employment (Profit and loss and Balance Sheet)
Gambling (win loss statement)
Farming (Profit and loss and balance sheet)
Taxable offsets of state and local taxes
Are you an active participant in a pension or retirement plan?
Did you receive any lump-sum payments from a pension, profit sharing, or 401(k) plan?
Did you make any contributions to an IRA, Roth, myRA, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?
Please check the applicable deductions
Student loan interest
Health savings account
Do you expect a considerable change in your 2023 income?
Do you expect a considerable change in your deductions for 2023?
Do you expect a considerable change in the amount of your 2023 withholding?
Do you expect a change in the number of dependents claimed for 2023?
Freyman CPA, P.C.
450-106 State Road 13
Saint Johns, FL 32259
1360 Giles Road,
Monroe, GA 30655
Individual Tax Compliance
Tax Audit Representation
Estate And Trust Administration
Foreign And Specialty Services
Industries We Serve
Jacksonville Business Advisory
News & Press
About Greg Freyman
About Angela Freyman
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