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Business Client Questionnaire
*Please complete these questions prior to scheduling your 15-minute discovery meeting. Be sure to click the link to schedule the time after you submit this questionnaire.
*Answer N/A where not applicable
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Email
*
Your email
Business Name
*
Your answer
Your name and relationship to the business
*
Your answer
Contact phone number
*
Your answer
Business Type - Entity Type
*
1120
1120S
1065
1040
990
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