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Equitable Accounting Solutions

Questionnaire for Potential Accounting & Advisory Clients

If you are interested in our accounting and advisory services, we invite you to complete the questionnaire below. Once we receive your information, a team member will reach out to schedule a virtual consultation if your business is a good fit for our services.


Kindly note that consultations are $300, with payment due prior to the meeting. Additionally, we are currently not accepting tax-only clients. If you are seeking tax services only, we kindly ask that you do not fill out the questionnaire.


We appreciate your understanding and look forward to potentially working with you.

What is your business's tax structure?
How long have you been in business?
Do you sell any products?
Yes
No
Do you manage your books internally or do you have a service provider?
Do you have tax accountant?
Yes
No
Are your business and personal taxes up to date?
Yes
No
What services are you interested in:
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