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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About Freyman CPA
Mission
Our Team
Angela Freyman, MBA, EA
Greg Freyman, CPA, CGMA
Why Choose Freyman CPA?
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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
Services
Business Advisory
Buying or Selling of a Business
Evaluating Franchise Opportunities
Power Built Program
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Contact
15 Minute Discovery Meeting for Individual Tax Services
Individual Client Questionnaire
Email
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!
Yes
No
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?
Taxpayer Name
Occupation
Taxpayer Phone
Spouse Name
Spouse Occupation
Spouse Email Address
Spouse Phone
Street
City
State
Zip Code
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?
Yes
No
What are your sources of income? *
Wages (W2)
Interest (1099 INT)
Dividends (1099 DIV)
Stocks/asset sales (1099B)
Partnerships and S corporations (K1 forms)
Rental income
Distributions from retirement accounts (1099 R)
Canceled debt
Self employment (Profit and loss and Balance Sheet)
Gambling (win loss statement)
Farming (Profit and loss and balance sheet)
Alimony Received
Taxable offsets of state and local taxes
Other
*
Are you an active participant in a pension or retirement plan?
Yes
No
Did you receive any lump-sum payments from a pension, profit sharing, or 401(k) plan?
Yes
No
Did you make any contributions to an IRA, Roth, myRA, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?
Yes
No
Please check the applicable deductions
Medical expenses
Charitable contributions
Property taxes
Mortgage interest
Student loan interest
Educator expenses
Health savings account
Retirement accounts
PMI
Educational expenses
Tuition
Other
Do you expect a considerable change in your 2023 income?
Yes
No
Do you expect a considerable change in your deductions for 2023?
Yes
No
Do you expect a considerable change in the amount of your 2023 withholding?
Yes
No
Do you expect a change in the number of dependents claimed for 2023?
Yes
No
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