Get Ga Premier Cpa Services Prospective Client Questionnaire For Businesses 2020-2025

Filling out the GA Premier CPA Services Prospective Client Questionnaire for Businesses is an essential step for engaging professional accounting services. This guide will assist you in completing the form accurately, ensuring that all necessary information is provided.

Follow the steps to complete the questionnaire effectively.

1. Press the ‘Get Form’ button to access the questionnaire and open it in your preferred browser.
2. Begin by entering your business name in the designated field. This should reflect the official name under which your business operates.
3. Next, input the date your business was established. This information helps in understanding your business's history.
4. Indicate the type of business structure you have—choose from C Corp, S Corp, Multi Member LLC, Single Member LLC, or Sole Proprietor.
5. Describe the services your business provides in the corresponding section; be concise but descriptive.
6. Prepare the necessary documentation as instructed, including copies of your previous two years of tax returns and the Depreciation Schedule, if relevant.
7. Fill in your business mailing address, including city, state, and zip code.
8. Provide the business phone number, personal phone number, and email address for contact purposes.
9. Enter your website URL if applicable.
10. Choose whether you would like to receive the Premier CPA Services newsletter by selecting 'Yes' or 'No.'
11. Identify the main contact for the business and provide their phone number and email address.
12. List the names of all shareholders, officers, members, or owners of the business.
13. Indicate the latest tax year that was filed with the IRS.
14. State whether you are behind on any tax filings or payments by selecting 'Yes' or 'No.'
15. Disclose if you have ever been audited and provide an explanation if applicable.
16. Answer whether your business is currently involved in any lawsuits by choosing 'Yes' or 'No.'
17. Select whether you have filed for bankruptcy and provide details if necessary.
18. Indicate if you are currently utilizing a CPA firm and provide reasons for any changes, if applicable.
19. Describe how you became aware of the firm to provide feedback on marketing efforts.
20. Clarify your goals for your business in partnership with the firm, providing details on what success looks like for you.
21. Identify what type of help you need by circling all relevant options like tax, accounting, payroll, or sales tax.
22. Provide payroll information, including the number of employees and the frequency of pay cycles.
23. Answer bookkeeping-related questions, such as the number of checking accounts and monthly transaction volume.
24. Indicate whether personal expenses are paid from your business account by selecting 'Yes' or 'No.'
25. Complete the sales tax section by detailing the filing frequency and whether multiple states are involved.
26. Finally, include any additional information that could assist the firm in serving your accounting needs.
27. Review all entered information for accuracy and completeness. Once satisfied, you may save the changes, download, print, or share the completed form as needed.

Complete the GA Premier CPA Services Prospective Client Questionnaire for Businesses online to begin your journey toward effective financial management.