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Equitable Accounting Solutions
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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 your information has been received, a team member will reach out to schedule a virtual consultation if your business is a good fit for our services.


Please note that consultations are $300, with payment required before the meeting.


Our monthly services begin at $500 per month, and at this time we are not accepting tax-only clients. If you are exclusively seeking tax services, we kindly ask that you do not complete the questionnaire.


We appreciate your understanding and look forward to discussing how we can support your business needs.

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:
We provide an ongoing service. What is your monthly accounting budget?
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