Discovery Questions

    Why are you looking for a new accountant?

    What is the top problem or issue you think you need help with?

    On a scale of 1 to 10 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?

    Data to Bring to Initial Meeting

    Copy of Last 3 Years Tax Returns – Business and Personal YTD P&L and Balance Sheet YTD Tax Payment and/or Paystubs Copy of QuickBooks File Corporation Record Books Personal Financial Statement Business Cash Flow Projection or Budget (If Any) IRS/State Tax Notices (If Any) **NOTE: All decision makers should be present for your consultation.

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