Commercial Contact Us Form - Kittredge & Zehner, P.C.

Name *

First

Last

Phone *

Email *

Address

Address Line 1

City

State

Zip Code

Spouse Name

Spouse's Phone

Names of Children and Dependents

Will the children need a tax return prepared?

Business Name *

Business Phone *

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Names of Decision Makers, Owners, Partners, or Shareholders

How long have you been in business?

Number of Employees

Business Type

Entity Type

Prior Year Revenue

How did you hear about us?

What year is/are the most recent tax return(s) completed?

Who is your current CPA?

Why are you looking for a new CPA?

services? is the

Who provides your bookkeeping/accounting services?

What are the most significant issues/areas you are looking to address?

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

Please answer “Yes” or “No” to the following questions:

	Yes	No
Are you a US Citizen?	YesAre you a US Citizen? Yes	NoAre you a US Citizen? No
Do you own rental properties?	YesDo you own rental properties? Yes	NoDo you own rental properties? No
Is any income earned from more than one state?	YesIs any income earned from more than one state? Yes	NoIs any income earned from more than one state? No
Do you collect sales tax?	YesDo you collect sales tax? Yes	NoDo you collect sales tax? No
Is any income earned from another country?	YesIs any income earned from another country? Yes	NoIs any income earned from another country? No
Do you need financial statements?	YesDo you need financial statements? Yes	NoDo you need financial statements? No
Are you looking to actively grow your business?	YesAre you looking to actively grow your business? Yes	NoAre you looking to actively grow your business? No

Note: Messages sent using this form are NOT confidential. Avoid sending highly confidential information or private information through this system.