CPA to CPA Personal Client Questionnaire Step 1 of 9 11% TO GET STARTED, PLEASE TELL US IF YOU ARE A:*Personal client with a business wanting a CPA Look AnalysisPersonal client without a business wanting a CPA Look Analysis Section BreakFIRST, 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. COMPANY NAMEADDRESS Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFaroe IslandsFijiFinlandFranceFrench PolynesiaGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiNorth KoreaSouth KoreaKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSudan, SouthSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.YemenZambiaZimbabwe Country WEBSITE Section Break 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. PRIMARY POINT OF CONTACT First Last PHONEMOBILEE-MAIL SECONDARY POINT OF CONTACT First Last PHONEMOBILEE-MAIL BUSINESS STRUCTURE YEARS IN BUSINESSDATE OF INCORPORATION STATE INCORPORATED INENTITY TYPECorporationS-CorpLLCOtherACCOUNTING BASISCashAccrual 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. NATURE OF YOUR BUSINESSDescription of Primary Operations:Exposure Concerns: 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 ARE SUB-CONTRACTORS USED?YesNoTOTAL NUMBER OF EMPLOYEESANNUAL WORKERS COMPENSATION PREMIUMS 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 GROSS RECEIPTS2017SUB-CONTRACTING2017PAYROLL2017GROSS RECEIPTS2016SUB-CONTRACTING2016PAYROLL2016GROSS RECEIPTS2015SUB-CONTRACTING2015PAYROLL2015 Does your company perform in any of the following? Manufacture products Develop or improve more reliable products, processes, and or formulas Develop prototypes and models Design tools, molds, or dies Design products to customer specifications Develop or apply for patents Conduct new concept and technology testing Develop new technology Attempt to use new materials Add new equipment Develop or improve production and manufacturing processes Develop software or hardware Improve or build new manufacturing facilites Automate and streamline internal processes Has your company had: Construction of new buildings Renovation or remodel of existing structures Purchases of existing properties Leasehold improvements Any post-1986 real estate acuisition Your property costs more than $1 million You have owned it for less than 10 years You are in a high tax bracket You are not planning to sell the property in the near future 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 BreakNOW 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.
