Initial Consultation Checklist

This form is designed to generate and organize your goals for the initial consultation meeting

Interview Questions

Once we have met and discussed your goals, this form lists some basic questions we will discuss to begin transitioning your business to our services. The first page are general questions about your business. Pages two and three relate to Ag businesses only.

Schedule F questionnaire

This is a list of questions we will discuss to prepare your schedule F for Federal Income tax filing. This information also gives us helpful insights for consulting projects involving computer system conversions or conversions from cash to accrual-based books.