GA Premier CPA Services Prospective Client Questionnaire for Businesses 2020-2025 free printable template
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PO Box 1018, Blue Ridge, GA 30513
7066327850
www.Premiercpaservices.comProspective Client Questionnaire for
Businesses
Please complete this questionnaire and email to
Jackie@premiercpaservices.com
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How to fill out GA Premier CPA Services Prospective Client Questionnaire
01
Begin with your personal information, including name, address, and contact details.
02
Provide your business information, such as the business name, type, and structure.
03
Fill in the financial information, including income sources, expenses, and liabilities.
04
Detail any specific tax situations or concerns you may have.
05
Include information regarding previous CPA services used and any relevant documentation.
06
Review your answers for accuracy before submission.
Who needs GA Premier CPA Services Prospective Client Questionnaire?
01
Individuals or businesses seeking accounting and tax services.
02
Clients who are considering engaging a CPA for financial consultation.
03
New clients looking for a structured approach to provide their financial information.
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What is GA Premier CPA Services Prospective Client Questionnaire?
The GA Premier CPA Services Prospective Client Questionnaire is a document designed to gather essential information from potential clients to assess their needs and determine how the firm can best serve them.
Who is required to file GA Premier CPA Services Prospective Client Questionnaire?
Prospective clients seeking accounting and advisory services from GA Premier CPA Services are required to fill out the questionnaire.
How to fill out GA Premier CPA Services Prospective Client Questionnaire?
To fill out the questionnaire, prospective clients should provide accurate and complete information in each section, typically including personal details, financial information, and specifics regarding their needs or concerns.
What is the purpose of GA Premier CPA Services Prospective Client Questionnaire?
The purpose of the questionnaire is to collect relevant information that enables GA Premier CPA Services to understand a prospective client's financial situation and service needs, facilitating a tailored approach to their accounting solutions.
What information must be reported on GA Premier CPA Services Prospective Client Questionnaire?
The questionnaire typically requires personal identification information, financial details such as income and expenses, business-related information (if applicable), and any specific questions or concerns the prospective client may have regarding their financial situation.
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