Year End Questionnaire

2024 Year End Client Questionnaire

These questions help us understand your needs as year end approaches.

If a field is required but does not apply to you, simply put "N/A".

Name

Phone Number

What is the legal name of the business?

Are you currently working with a CPA/tax preparer?

If you have a CPA/Tax Preparer, please provide their name and email address below

How is your business structured for tax purposes?

Please look at your current Balance Sheet. Are there any new bank accounts, credit cards, or loans that we may not be aware of? If yes, please let us know what we are missing.

Tell us about your contractors so we can determine your 1099 requirement and who will file

If you pay your office landlord via transfer or check, you may need to file a 1099 for them. Do you pay rent?

If you pay office rent, please provide your landlord’s name and email address

If you pay office rent, how do you pay?

If you are an S Corp owner and pay health insurance through the business, this may need to be added to your W2, please let us know which applies to you

Have you filed your BOI reporting?

Do you have anything else to ask or tell me?

2024 Year End Client Questionnaire

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