L & L Accounting Services
New Client Questionnaire
Services Requested (check all that apply) *
Required
Business Structure
Client Company Information
Business EIN
Business Name *
Business Mailing Address *
Business Physical Address (if different from mailing address)
Contact Person/Position *
Business Phone *
Business Fax
Business Email
Business Website
Business Entity *
What is your industry? Describe the nature of your business? *
Date acquired or Started
MM
/
DD
/
YYYY
Prior Returns were:
If professionally prepared, please include the name and number of previous CPA Firm
Last return year filed
MM
/
DD
/
YYYY
Do you have any outstanding tax debts from prior years? *
Have you been audited by the IRS? *
Do you have business loans? *
Do you have, or expect to have, any employees who will receive form W-2 in the next 12 months? *
If yes, when will the first wages or annuities be paid?
MM
/
DD
/
YYYY
Number of employees
Do you expect to pay less than $4000 in total wages during the next calendar year (Jan-Dec)?
Clear selection
Has New York registration for sales tax, use tax, and withholding tax been done? *
Has New York unemployment registration been done? *
Number of Business Accounts
Credit Cards __________ Bank Accounts __________ Other __________
Owner(s) Information
Name / % of Ownership
Name *
Title *
SSN *
Date of Birth *
MM
/
DD
/
YYYY
Address
Phone
Email *
% of Ownership *
Name
Title
SSN
Date of Birth
MM
/
DD
/
YYYY
Address
Phone
Email
% of Ownership
How did you hear about us? (Check all that apply) *
Required
What is your preferred method of communication? *
Required
Tell us something unique about your business, your niche, or about yourself
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