888.973.1973 Help@cpalook.com
  • Facebook
  • Facebook
  • HOME
  • LET’S GET STARTED!
CPA Look
  • Home
  • About Us
  • Business Clients
  • Personal Clients
  • Contact
Select Page

CPA to CPA BUSINESS CLIENT QUESTIONNAIRE

Step 1 of 10

0%
  • Our goal is to make the CPA Look Analysis process as streamlined as possible. We look forward to working with you.

    If you have more than one company, please focus on the primary business in this questionnaire and we will discuss other companies at a later time. 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.

    FIRST, LETS GATHER SOME BASIC INFORMATION

  • This number was provided to you in the email that directed you to this form.
Save and Continue Later
  • CONTACT INFORMATION

    Please provide us with the following contact information for us to gather additional information from the appropriate people.

Save and Continue Later
  • BUSINESS STRUCTURE INFORMATION

    Your are nearly 1/4 done with the questionnaire! The following questions provide us with information on the structuring of your business entity. Entity structure has tax implications. We want to help you identify these. Lets get started.

Save and Continue Later
  • BUSINESS DESCRIPTION

    To have a better understanding of your business and some of the unique features and your concerns, please include as much information below as possible.

Save and Continue Later
  • SUCCESSION PLANNING

    Business owners have a variety of reasons for exiting their business. Whether you're ready to exit today or preparing for the future, there are decisions and strategies that can help you better transition your business to new owners when and how you see fit. Please share with us your future succession considerations for your company.

Save and Continue Later
  • EMPLOYEE AND CONTRACTOR CONCERNS

    You are half way through!

    One of a companies most significant business costs is in Payroll, Contractors, and Payroll Taxes. The following information will help us identify tax hiring incentives, workers compensation over-payments, or new savings. We may follow up with additional questions at a later phase.

  • $132,000 POTENTIAL SAVINGS IN HIRING INCENTIVES COULD BE AVAILABLE TO YOUR COMPANY

    Our team will work with your HR department to assess areas where tax incentives may be utilized for current employees and tax hiring incentives when hiring new employees. Please provide us with the personal responsible for Payroll and Hiring

  • 2017
  • 2016
  • 2015
  • 2017
  • 2016
  • 2015
Save and Continue Later
  • FINANCIAL INFORMATION

    The following questions are general questions that may provide us with insight into additional savings, potential risks, the need for asset protection, while also helping us understand the size and volume of your company.

  • 2017
  • 2016
  • 2015
Save and Continue Later
  • Our Specialists Have Uncovered THOUSANDS in Annual Tax Credits by Keeping Current with Federal Laws and State Incentives Given for Business Growth in Various Industries

    Our team will evaluate your business activities and identify if you qualify for special tax incentives either federal or in your state.

Save and Continue Later
  • ANNUAL TAX DEDUCTIONS CAN OFTEN BE ACCELERATED ON YOUR EQUIPMENT, PERSONAL AND LEASED PROPERTY.

    Our team will evaluate your assets and depreciation schedule and determine if accelerating the depreciation is applicable.

Save and Continue Later
  • Cost of doing business is continuously increasing. Our team specializes in industry changes and providers and can help identify significant savings.

  • $1,500 TO $5,000 IN POTENTIAL SAVINGS COULD BE RECOVERED

    Our team will do an analysis of your Telecom bills to determine that your current contracts are the most optimal for your Telecom usage and identify cost savings

  • $3,000 TO $10,000 IN POTENTIAL SAVINGS COULD BE RECOVERED

    Our team will do an analysis of your utility bills to determine that your current contracts are the most optimal for your utility usage and identify cost savings

Save and Continue Later
  • HOME
  • CONTACT
  • PRIVACY POLICY
  • Facebook

Copyright © 2017 - 2025 CPA to CPA | Developed by Dale Henry Design |