top of page
ChatGPT Image Feb 4, 2026 at 12_35_26 AM.png

PRE-QUOTE INTAKE QUESTIONNAIRE

Business Tax Services – Tax Year 2025

This questionnaire is used solely to assess scope and recommend the appropriate service level and fee estimate. Please do not upload financial statements, tax returns, or sensitive identifiers (EIN, SSN, bank information) at this stage.


SECTION A — ENTITY PROFILE

1. Legal entity type
Sole Proprietorship
Single-Member LLC
Partnership / Multi-Member LLC
S-Corporation
C-Corporation
2. Number of owners / shareholders
One
Two–three
Four or more

SECTION B — SIZE & OPERATIONS (BASE PRICING SIGNAL)

3. Approximate gross revenue for the year
Under $250,000
$250,000 – $1,000,000
Over $1,000,000
4. How many states did the business operate in or have filing obligations?
One
Two–three
Four or more

SECTION C — BOOKKEEPING & READINESS

5. How are the business books currently maintained?
CPA-ready (reconciled monthly, clean financials)
Maintained internally but may need cleanup
Minimal or no formal bookkeeping
6. Are year-end financial statements available (P&L and Balance Sheet)?
Yes
No

SECTION D — PAYROLL, ASSETS & STRUCTURE

7. Did the business have payroll during the year?
No
Yes – one state
Yes – multiple states
8. Did the business purchase, sell, or dispose of significant assets during the year?
No
Yes
9. Did any of the following apply? (check all that apply)

SECTION E — PRIOR-YEAR & RISK ITEMS

10. Are there any prior-year issues or outstanding matters?
No
Yes – prior-year unfiled returns
Yes – amended returns
Yes – IRS or state notices

SECTION F — TIMING

11. When do you realistically expect all information to be available?
Before February 15
February 16 – March 15
After March 15

SECTION G — ADDITIONAL CONTEXT

bottom of page