Leppert Group Prospective Client Questionnaire
Nobody likes to fill out forms - we know ... BUT this is the best way for us to help prepare for your initial consultation so we can make the best use of your time and ours. The more information you provide, the more details we can give on pricing of our services as well as what we can do to help your business grow while making your life easier!

Our staff will review the information you provide and contact you within 1-2 business days to schedule an initial consultation.

Thank you!

Email address *
What is a good phone number to contact you? *
Your answer
What is your name? *
Your answer
Did someone refer you to the Leppert Group? *
Your answer
What is the name of your business? *
Your answer
Please briefly describe your industry and services performed: *
Your answer
How long have you been in business? *
Your answer
What Products and Services are you interested in? *
Required
How is your business currently structured? *
Do you have payroll? *
If yes who is your current payroll provider?
Your answer
How many employees do you have? *
Your answer
Are you current with all tax return filings? (Filed the most recent year's personal and business tax returns, up to date with sales tax filing, etc.) *
Does your business collect sales tax? *
What is your annual revenue? *
Do you have any additional information about your business or your accounting needs that you would like to provide?
Your answer
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