New Client profile-Business
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Name: *
Why are you leaving your former accountant? *
How could your previous accountant improve their services? *
How were you referred to us? *
What services do you need? *
Are your Tax returns currents? *
Is your business profitable? *
How do you think we can add value to your company? *
When (date) did your Business start? *
MM
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DD
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YYYY
Can you provide the most current tax documents and payroll information? *
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