Referral Service Questionnaire

If you're looking for a CPA referral, please fill out the questionnaire below. A listing of up to 3 CPAs who meet your criteria will be emailed to you.

First Name: *

Last Name:*

Company Name: *

Type of Your Organization:

Phone: *

Fax:

Email: *

Would you prefer the referred CPA to contact you? *

Address Line 1: *

(e.g., 123 Main Street)

Address Line 2:

(e.g., c/o, Apt., Suite)

City: *

State: *

Zip: *

How did you learn about this service? *

If other, please specify:?

ACCOUNTING

A/P & Billing
Computer Accounting Programs
General Ledger
Payroll

ASSURANCE

Audit
Compilation
Review

INDUSTRY COMPETENCE

Agriculture, Farming and Ranching
Construction
Employee Benefits/Insurance
Food Service
Healthcare
Import and Export
Manufacturing
Not-for-Profit Organizations
Oil and Gas
Professional Services
Real Estate
Retail
Service
State or Local Government
Wholesale/Distributor

OTHER SERVICES

Business Planning
Business Valuation
Computer Systems and Analysis
Divorce or Prenuptial Planning
Entertainment
Fraud Examination
Litigation Support
Personal Financial Planning

TAXATION

Controversy with IRS
Corporations
Electronic Filing
Employee Benefit or Retirement Plans
Estate/Gift Tax Planning
Individuals
International Tax
Multistate Tax
Partnerships
State and Local Tax
Tax Exempt Organizations
Tax Shelters
Trust Tax

	Additional Comments: