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CPA to CPA Personal Client Questionnaire

Step 1 of 9

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  • FIRST, LETS GATHER INFORMATION ON YOUR PERSONAL BUSINESS

    Personal clients that own their own business have many opportunities to increase their personal level by first completing a CPA Look Analysis on their company. Lets start with some basic information.

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  • Our goal is the make the CPA Look Analysis process as streamlined as possible. Please provide us with the following contact information for us to gather additional information as we continue into additional phases.

    Disclaimer ......After these series of questions, we will gather information to help The following questions will help direct us on which industry categories to begin tax and cost savings, how we can better secure your assets, and identify risk exposure. Lets get started.

  • BUSINESS STRUCTURE

  • BUSINESS DESCRIPTION

    To have a better understanding of your business and some of the unique features or concerns, please include as much information below on your primary concerns and areas of tax and cost savings interests.

  • EMPLOYEE AND CONTRACTOR CONCERNS

    The following questions are general questions that may provide us with insight into additional savings. We may follow up with additional questions at a later phase

  • FINANCIAL INFORMATION

    The following questions are general questions that may provide us with insight into additional savings. We may follow up with additional questions at a later phase

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  • NOW THAT WE HAVE COMPLETED THE BUSINESS SECTION, LETS GATHER INFORMATION ON YOUR PERSONAL FINANCIAL PICTURE

    The following questions will help us begin the CPA Look Analysis process to identify tax and cost savings, asset protection or risk exposure analysis, and investment forecasting.

  • Section Break

  • NOW THAT WE HAVE COMPLETED THE BUSINESS SECTION, LETS GATHER INFORMATION ON YOUR PERSONAL FINANCIAL PICTURE

    The following questions will help us begin the CPA Look Analysis process to identify tax and cost savings, asset protection or risk exposure analysis, and investment forecasting.

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