Please indicate which year-end package you wish to sign-up to and then complete the following questionnaire.
Completing the questionnaire will greatly assist us in giving you the best possible outcome from our year-end planning meeting.
Please contact us at email@example.com should you have any questions.
We’ve designed this questionnaire to purposely ask some hard-hitting questions that will hopefully get you thinking about your business and how you can look forward to the future, better informed and with more confidence.
Some of the questions may or may not be relevant to the specific package that you have selected. However, answering all the questions might raise questions you haven’t previously considered and may wish to discuss with us further.
If we feel that your answers suggest you should be signed up for a different package, we will bring this to your attention prior to our meeting.
Many thanks for taking the time to complete the questionnaire. We’re confident it will add tremendous value to our discussions, and we look forward to receiving and reading your responses shortly.
I/We request you to attend to our 2021 tax planning review.
I/We undertake to supply all information necessary to carry out the plan and will be responsible for the accuracy and completeness of such information.
I/We agree to pay on completion the quoted tax planning package fee.