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Potential Client Questionnaire
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Customer Service:
480.994.4148
5635 N Scottsdale Rd #A-150
Scottsdale, AZ 85250
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Tax Services
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Tax Services
Are you currently using a CPA firm or have you had a CPA firm assist you in the past?
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Are you needing tax preparation services for:
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Individual tax returns start at $995 and business returns start at $1,195. Will these starting prices be a concern for you?
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What do you feel is the biggest area of concern in your personal or business (or both) tax return?
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Where does your estate plan stand? Have you had it updated in the last 3 years?
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Business, Estate or Trust Consulting
Please provide a brief description of the consulting services you are needing.
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How soon are you needing consulting services?
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Client Advisory Services (Accounting Services)
Are you currently using a third-party for bookkeeping services (i.e external bookkeeper or CPA).
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What do you feel are the biggest areas of concern for your company’s accounting needs?
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How often are you looking for accounting services:
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We specialize in cloud accounting services using QuickBooks Online (QBO). Are you currently using QBO or willing to switch over to QBO?
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We offer accounting services in tiered pricing that start at $450 a month. Will this pricing model be an concern for you?
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