Client Questionnaires

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Sometimes getting all your information together to submit to your accountant feels overwhelming, such as what to include or explain, what transactions are needed, and so on. Understandably, the clearer and more presentable you submit your accounting and financial work, the quicker we get it done and the more cost-effective it is.

The following accounting questionnaires will help you know what to submit to us. Once you have gathered all the information that applies to you, you can submit them (please remember to sign the front page) with your financial records and we can prepare your financial and tax reports in a timely and complete way.

If anything in the questionnaire is not clear, please contact us, as we would be very happy to assist you.