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Business Goals/Tax Planning/Succession Planning Questionnaire
Business Client Intake Form
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Email
*
Your email
What is today's date?
*
Your answer
Your name (Last, First)
*
Your answer
Business name
*
Your answer
Business Email Address
*
Your answer
What inspired you to start your business?
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Your answer
What problem or concern prompted you to contact us now?
*
Your answer
What are the 3 main challenges or concerns you currently have with your business?
*
Your answer
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