Owners First Name

Owners Last Name

Owners phone

Owners Email

Business Name

Business Phone

Business Physical Address

City

State

Zip Code

% Tax Prep

% Accounting

% Tax Resolution

% Payroll

Explain Other

% Other

Current Tax Prep Software

Current Accounting Software

Current Payroll Software

Current Office Management Software

% of Individual Returns

% Corporate Returns

% Bank Products

% non Bank Products

Tax Prep Fees

Accounting Fees

Resolution Fees

Other Fees

Number of Employees

Hourly Pay rate

Annual Salary Rate

Commission Rate

Do you currently own your office building

What is the Purpose of this Evaluation

Are you part of a franchise

If part of a franchise what franchise

Are you buying under a reseller

If under a reseller what reseller

Are you under contract with a reseller or franchise

if under contract with a reseller or franchise expiration date

Upload any contracts, leases or other files that you fell will affect this evaluation Files

Additional Comments about your practice