Accounting Service Questionnaire

This is my first time filling out this form. *

Yes

I am: *

First Name *

Last Name *

Email *

Phone *

Address *

City *

State *

Postal code *

Who do we have to thank for the referral? *

How many businesses do you own? *

Business Name *

Nature of Business *

Date of Formation *

Business Entity Type *

Business 2 Name *

Nature of Business 2 *

Business 2 Date of Formation *

Business 2 Entity Type *

Business 3 Name *

Nature of Business 3 *

Business 3 Date of Formation *

Business 3 Entity Type *

Business 4 Name *

Nature of Business 4 *

Business 4 Date of Formation *

Business 4 Entity Type *

Business 5 Name *

Nature of Business 5 *

Business 5 Date of Formation *

Business 5 Entity Type *

What services are you interested in?

Advisory And Tax Strategy *

Individual Tax Prep *

Business Tax Prep *

Bookkeeping Service *

Payroll Service *

Sales Tax Service *

Compilation/Review/Audit *

Business Setup/Registration *

Briefly describe your needs *

Meeting Location *

385-236-1133

1396 W 200 S #2D, Lindon, UT 84042

https://zoom.us/j/9536028546?pwd=Yi9rQngxbnpJS3MwKzU4c0FVbkxwZz09 Meeting ID: 953 602 8546 Passcode: H&C

Note: There is no charge for non-consulting meetings. Consulting meetings are generally billed at $270/hr (subject to change). Advisory Client = $0. Tax Return Review = $0. New Client initial consulting fees can be credited to future work. *

Acknowledged