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* 1. Contact Information

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* 2. What Accounting/Business Software Do You Use?

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* 3. What Is Your Primary Business Objective?

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* 4. What Are Your Projected Annual Revenues For The CURRENT YEAR?

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* 5. Are Your Tax Filings Up To Date?

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* 6. Do You Have Tax Planning Strategies In Place That Are Aligned With Your Goals?

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* 7. Are You Getting The Information You Need To Run Your Business?

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* 8. Who Helps You Keep Your Key Performance Numbers On Track?

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* 9. How Often Do You Meet With Your Financial Adviser?

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* 10. Please rank what is most important to you when working with a Business and Tax Advisor (with 1 being the most important)

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* 11. Anything Else We Can Help You With?

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