Business Review Questionnaire

Contact Information
Contact Full Name

Contact Email

Business Profile

Legal Business Name (required)

DBA / Brand Name

Years in Operation
01-23-56-1010+

Ownership Structure

LLCS-CorpC-CorpPartnershipSole ProprietorOther

State(s) of Operation

ALAKAZARCACOCTDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Team & Capacity

Number of Preparers on Team

Do you subcontract seasonal preparers?

YesNo

Hiring Goal (next 12 mo.)

Financial Snapshot

Total Returns Filed Last Season

Average Prep Fee per Return (USD)

Gross Revenue Last Season (USD)

Client Base

Primary Client Types

IndividualsSchedule C / Small BizCorporations / PartnershipsNon-profits

Top 3 Industries Served

Real EstateHealthcareConstructionE-commerceHospitalityTransportationOther

Operations & Software

Current Tax Software

Do you have an EFIN?

YesNo

Offer Refund Transfers / Tax-Time Loans?

YesNo

Automated Workflows in Use

E-signatureClient PortalCRMText NotificationsAppointment Scheduler

Marketing & Growth

Main Lead Sources

ReferralsSocial MediaGoogle AdsEventsOther

Avg. Monthly Marketing Spend (USD)

Biggest Marketing Challenge

Compliance & Risk

Any IRS notices or audits in last 24 months?

YesNo

Do you carry E&O insurance?

YesNo

Goals & Support Needs

12-Month Revenue Goal (USD)

Biggest Short-Term Objective

Increase ClientsHire & Train StaffImprove OperationsExpand ServicesOther

Mentorship / Support Desired

Business StrategyMarketingTeam BuildingAutomationCompliance

Anything else we should know?

[acceptance* terms] I confirm the information above is accurate and agree to be contacted by BB Luxury Tax regarding business solutions.