Needs Assessment | Taxgoddess.com

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Needs Assessment: How can we be AWESOME for you?

We use this form to help us understand what you need our firm to handle for you. Feel free to upload documents, attachments or anything else you think we may need to know / have to properly assist you with your needs.

Name*

First Last

Email*

examples@examples.com

Best Phone Number (Mobile is best as we ♥ texting!)*

(xxx) (xxxx)

Tell us about your needs & background so we can be prepared to help!

Which services are you interested in?*

Reduce my tax burden - Strategic Tax Coaching (STC) & DropMyTaxes (DMT)

Tax Preparation

Bookkeeping Services

Efficiency & Systems for my business - Strategic Business Coaching (SBC)

IRS issues

New Business Formation (questions, guidance, setup, etc)

Cash flow management & Cash Projections (13WCF)

Payroll (coming in 2022!)

Other

State your answer*

Can you tell us more about your specific interests from above?*

EXAMPLES: Taxes for 2015 moving forward; Bookkeeping starting May 2018; Create a Tax Strategy for my family & businesses

With relation to tax strategies & reducing your taxable income, what level of "aggression" do you want to use in your tax filing & tax planning?*

1 Super Low (VERY conservative)

10 (We are all going to Jail)

Please upload the last years' tax returns for business(es) & personal filings: (Without this, we can't find you tax savings!)*

Drop files here or

Max. file size: 1 GB.

This is VERY helpful for our team to have before our meeting so that we can be prepared to speak details on our call. Feel free to black out your social security #'s, etc as you feel appropriate. We are CPAs and have a duty to protect your information, so this step is not necessary (only if you feel you wish to)

What taxable income range are you in for this tax year (current year 1/1/xx-12/31/xx)?*

$1,000,000 +

$500,000 - $1,000.000

$200,000 - $500,000

$70,000 - $200,000

$0 - $70,000

Other

Can you tell me a bit about your goals? Business? Personal? What do you want to accomplish over the next 3-5-10 years? (buy a boat? fund retirement? put kids through college? etc 🙂

Can you tell us what type(s) of businesses you have? (feel free to check multiples)*

NONE - I am an individual only

I have a business, but no entity formed

LLC - taxed as a Sole Proprietorship (schedule C)

LLC - taxed as an S-Corp (1120s)

LLC - taxed as a C-Corp (1120)

LLC - taxed as a Partnership (1065)

INC - taxed as an S-Corp (1120s)

INC - taxed as a C-Corp (1120s)

LLC - holding real estate of some kind (schedule E)

I have a business, but I have no clue on what it is! Help! 🙂

Other

Tell Us More!*

Can you tell us why you are looking to leave your current CPA/ Accountant / service provider? (Or if you are looking for additional services and plan to keep your current provider for certain services?)

Please describe why you need our help? What is going on for you right now?

EXAMPLES: I am a new business owner and need a CPA; I had XXX issue with my previous CPA/Bookkeeper; I've never had a Tax Strategy before and want to save TONS of money! 🙂

What would you like to have? What are you looking to avoid?

Examples: I want to reduce my taxes; I want to get monthly bookkeeping statements each month; I don't want to do my own bookkeeping anymore.

Do you have any specific timeline requirements to get your work done?*

EXAMPLES: No timeline; ASAP; I need to apply for a bank loan in 30 days

Tell us a bit more about yourself. What do we need to know about you (that we don't already know!)?*

EXAMPLES: You LOVE texting! You HATE bookkeeping!

How did you hear about us?*

Facebook

Webinar

Newsletter

Website / Google

Yelp

Referral

Other

If you were referred to us, who do we thank?*

Please upload the most recent BACKUP (QBB) copy of your QuickBooks file / Accounting records (if you use QB Online, please send PDF's of the year to date profit & loss statement & balance sheet)

Drop files here or

Max. file size: 1 GB.

We can't wait to start!

We provide top-notch strategies, savings, accounting, tax, bookkeeping, and service for the "right fit" clients.

We would love to work with you if we are the right fit for you! If you have any questions on the above, please don't hesitate to ask any questions @ 602-362-7939

Thank you! We looking forward to being the newest members of your Success Team!

The Awesome Team @ Tax Goddess Business Services®, PC &