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Why are you leaving your previous accountant?

No longer in business/retired

Communication issues

Too expensive

What is your approach to your taxes?

Conservative (Straightforward Tax compliance. You pay what you owe.)

Balanced (strategically plan around relevant tax strategies to reduce your tax liability as low as ethically possible.)

Aggressive (I want pay no tax and don’t mind pushing the boundaries of the tax code.)

What’s most important to you in your next accountant?

Communication/Availability

Price

Strategic Partner

Are you comfortable meeting virtually?

Yes, I prefer it.

No, I prefer In-Person meetings.

How many employees do you have?

I do not have any employees

0-10

10+

Will you be needing Sales and Use Tax Compliance Filing?

Yes

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Phone

562.684.1700

E-mail

office@primartax.com

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Why are you leaving your previous accountant?

No longer in business/retired

Communication issues

Too expensive

* These fields are required.

What is your approach to your taxes?

Conservative (Straightforward Tax compliance. You pay what you owe.)

Balanced (strategically plan around relevant tax strategies to reduce your tax liability as low as ethically possible.)

Aggressive (I want pay no tax and don’t mind pushing the boundaries of the tax code.)

* These fields are required.

What’s most important to you in your next accountant?

Communication/Availability

Price

Strategic Partner

* These fields are required.

Are you comfortable meeting virtually?

Yes, I prefer it.

No, I prefer In-Person meetings.

* These fields are required.

How many employees do you have?

I do not have any employees

0-10

10+

* These fields are required.

Will you be needing Sales and Use Tax Compliance Filing?

Yes

* These fields are required.

Let’s Connect

Phone

E-mail

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