Tax Return Qualifying Questions

Michelle A. Thomas, CPA

Your Favorite CPA

Qualifying Questions for Potential New Clients:

First Name *

Last Name *

Phone *

Email *

Address

Street Address *

City

State

Country

Postal code

I Consent to Receive SMS and Email Notifications, Alerts & Occasional Marketing Communication from Your Favorite CPA. Message frequency varies. Message & data rates may apply. Text HELP to (817) 482-3344 for assistance. You can reply STOP to unsubscribe at any time.

Are you an owner or co-owner of an existing business (been in business for at least 3 years) needing assistance? *

If your business is younger than 3 years, have you ever owned or managed a prior business for 3 or more years?

What is your business name?

What is your product/service? What Industry?

What is your gross income?

How many employees do you have? (W2 ONLY, 1099 is NOT considered an employee)

What bookkeeping software do you currently use?

What payroll service do you use, if any?

Do you owe OR expect to owe the IRS $50K and need options to settle or pay? *

Have you ever filed or paid your tax return late since 1990? *

Have you ever been audited before? *

How many years do you need to have filed? *

Would you be interested in information regarding your retirement that would help with your tax planning for yourself or your family? *

How did you hear about us? *

Please note anything else you would like to tell us about your tax return situation.

Submit Your Information & We Will Have the Appropriate Representative Reach Out to YOU!