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Tax Preparation Questionnaire for Businesses

Please complete this Questionnaire before scheduling an appointment for business tax preparation. This form is a request for an estimate of the potential tax preparation fee for your business tax return. After submission, we will contact you in order to provide an estimated quoted price for the service.
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Tax Year*
Contact Name*
Company Name (full legal name)*
Business Structure*
Description of the Company*
​Industry Classification*
Company Address*
State of Incorporation*
Date of Incorporation*
Company Size*
Company Website*
Email Address*
Phone Number*
Best Way to Contact You*
Best Time to Call
Last Year Tax Return Available?*

Business Activity Information

Average Volume of Monthly Revenue Transactions*
Annual Revenue, USD*
Have Separate Business Bank Account?*
Company Payment Methods*
​Bookkeeping Type*
Quality of Records*
Accounting System*
Do You Need to File the Sales Tax?*
Do You Have Business Assets? (car, computers, equipment tools, etc)*
Did You File Business Personal Property Returns?*
Did you Regularly Drive for Business (except commuting)?*
Did You Maintain a Home Office?*
Did You Have Self-Employed Retirement?*
Did You Have Self-Employed Health Insurance?*
How Many Employees Do You Have?*
Did you Have Payroll Filings for Employees?*
Did You Have Guaranteed Payments/ Payroll?*
Did You Submit Estimate Payments for This Year?*
Did You Receive a Notice From Any Tax Agency?*
Did You Have Any International Activity?*
Do You Have a Written Policy?*
Service Request *
Additional Notes
PROMO CODE
How did you hear about us?
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Please upload attachments here, or Email to iwhitnah@whitnahcpa.com

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