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1)Name of company and what do your company do? Explain goods and/or services provided.
2) When did the business start?
3)Why
is there a change in your accountant?
1. 4) Would you have any
problems if I contacted prior accountant regarding accepting this
engagement? If yes explain
5)
When was the last time financial statements were prepared for your
company?
6)
When was the last time tax returns were prepared for your company?
7)
What type of tax return, Individual, partnership, corporation, etc ?
8)
Was your company audited by any government or regulatory agency or
business before?
if
so, when and what were the Results ?
9) Are
the shareholder(s), officer(s) or partners of your company current in
filing and paying all required personal taxes ?
10) Would
there be any problems with the accountant inspecting financial statements
and/or tax returns prior to
accepting this engagement ?
11) Are
there any criminal or civil proceedings, lawsuits or litigations pending
against your company or shareholder(s), officer(s) partners for any
violation of any laws, contracts or agreements?
12) Are
there any cash (not bank check) payments to individual(s) or business for goods or services?If
over $10,000 be prepared to file form 8300.
13)
Did your company receive cash payments from individuals or business for
goods or services?
14) Did
your company lend money to officer(s) shareholder(s) staffs or
businesses?
15) Did your company borrow money from officer(s) shareholder(s) staffs or
businesses?
Prepared
by (Enter full name below First & Last name)
Your
Title in the Company
Enter
today’s Date
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