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Tax and bookkeeping discovery

We'll We'll ask questions in two phases to fully understand your needs and provide the right recommendations.

Your Progress

Section 1 of 19
PHASE 1 OF 2
Tax Advisory
Section 1 – 10
PHASE 2 OF 2
Bookkeeping & CAS
Section 11 – 19

Tax Advisory

Section 1: Personal & Business Snapshot

Provide an overview of your personal and business situation.

Filing Status
State(s) of Residence
Total Household Income Range
Do you own a business?
If yes, Entity Type(s)
Number of Entities
Ownership %
Do you have a spouse involved in the business?
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Tax Advisory

Section 2: Income Streams

Identify all sources of income.

Primary Income Source
Secondary Income Source
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Tax Advisory

Section 3: Current Tax Situation

Help us understand your current tax approach.

Who prepares your taxes currently?
Do you feel proactive or reactive in your tax strategy?
When was the last time you did formal tax planning?
Do you usually owe or receive refunds?
Estimated Tax Liability Last Year
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Tax Advisory

Section 4: Entity & Structure Review

Review your current business structure

Have you evaluated your entity structure in the last 2 years?
Do you run payroll for yourself?
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Tax Advisory

Section 5: Deductions & Strategy Awareness

Identify which tax strategies you are currently utilizing

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Tax Advisory

Section 6: Real Estate & Investments

Provide details about your real estate holdings and investment activities.

Are you a real estate professional?
Any plans to buy/sell property?
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Tax Advisory

Section 7: Future Plans (BIG VALUE DRIVER)

Identify upcoming events that may impact your tax strategy

Any liquidity events expected?
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Tax Advisory

Section 8: Risk & Compliance

Assess potential compliance issues and risks

Any prior IRS/state notices?
Any multi-state filings?
Any international income/assets?
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Tax Advisory

Section 9: Pain & Opportunity

Help us understand your goals and concerns

What is your biggest frustration with taxes?
Do you feel you are overpaying in taxes?
What would a successful tax strategy look like for you?
Are you open to implementing strategies throughout the year?
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Tax Advisory

Section 10: Positioning the Sale

Define yourservice preferences and engagement model.

Are you looking for:
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Bookkeeping & CAS

Section 11: Business Overview

Help us understand your business structure, size, operational footprint, and overall financial environment.

Legal name of business
Industry
Entity type
Annual revenue (last 12 months)
Number of years in operation
Number of bank accounts
Expected revenue next 12 months
Number of credit cards
Do you operate in multiple states?
If yes, which states?
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Bookkeeping & CAS

Section 12: Current Financial Setup

Tell us about your current bookkeeping systems, accounting workflows, and financial management processes.

What accounting software are you currently using?
Who currently handles your bookkeeping?
How up-to-date are your books?
Are your accounts reconciled regularly?
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Bookkeeping & CAS

Section 13: Transaction Volume & Complexity

This section helps us evaluate the complexity, volume, and operational demands of your financial activity.

Average monthly transactions:
Which of the following apply to your bussiness?

Select all that apply.

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Bookkeeping & CAS

Section 14: Accounts Receivable / Payable

Help us understand how invoicing, collections, and bill payment processes are currently managed within your business.

Do you invoice customers regularly?
Who manages invoicing currently?
Average monthly invoices issued:
Do you track collections / aging?
Do you have outstanding receivables?
Who handles bill payments?
Which of the following activities does your team handle regularly?
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Bookkeeping & CAS

Section 15: Reporting & Decision-Making

Help us understand how financial reports, metrics, and insights are used to guide business decisions.

Which financial reports do you regularly review?
How often do you review financials?
Do you use your financials to make decisions?
Which financial planning tools or processes do you currently use?
Which financial reports do you regularly review?
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Bookkeeping & CAS

Section 16: Pain Points

Understanding your challenges helps us serve you better.

What frustrates you most about your current financials?
Where do you feel you're "flying blind"?
What decisions are you unable to make confidently?
Have you ever had surprises at tax time?
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Bookkeeping & CAS

Section 17: Clean-Up / Catch-Up Needs

Help us assess whether your books require reconciliation, corrections, historical clean-up, or catch-up support.

Do you believe your books need clean-up?
If yes, for what period?
Which issues or inconsistencies currently apply to your books?
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Bookkeeping & CAS

Section 18: Advisory Opportunity

Services that may benefit your business

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Bookkeeping & CAS

Section 19: Urgency & Fit

Why are you looking for help now?
What would success look like in 90 days?
Are you open to a fixed monthly service?
Ideal start date:
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