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Are you looking for business services? *Yes, Business ServicesNo, Personal Taxes

What is your approximate annual revenue? *Under $300K Per Year$300K - $500K Per Year$500K - $2M Per Year$2M+ Per Year

How many employees do you have? *None1-55+

What level of support are you looking for? *Full-service (bookkeeping, payroll, advisory)Ongoing bookkeeping + taxesOccasional helpOne-time / taxes-only

How do you feel about using a secure client portal? *Comfortable / prefer itOpen to itPrefer email or paperNot comfortable

When we request documents, what is your typical response time? *1-2 daysWithin 1 weekA couple weeksLast minute

How do you feel about structured workflows and deadlines? *Prefer structureSounds helpfulPrefer flexibilityDislike structure

How do you currently handle estimated tax payment? *Stay on top of themUse remindersNot sureDon't make them

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© John A. Warekois CPA

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