TXP Meeting Questionnaire

Client Name

Business / Entity Name

Meeting Date

Account Manager

Tax Year

Entity Type

YTD Financial Review

YTD Gross Revenue

YTD Total Expenses

YTD Net Income

Most Recent Month Closed

Avg Monthly Revenue (prior months)

Revenue & Expense Trend Notes

Open Month Projections

Projected Monthly Revenue

Projected Monthly Expenses

Months Remaining

Client Input on Remainder of Year

Estimated Full-Year Net Income

Tax Planning Candidate?

Major Upcoming Changes

Owner Salary Changes?

Major Asset Purchases?

New Loans or Financing?

Large Upcoming Expenses / Income?

Insurance / Other Changes

Prior Year Review

Prior Year Gross Revenue

Prior Year Net Income

Year-Over-Year Trend

Business Goals

Revenue Goal (This Year)

Revenue Goal (Next Year)

Business Growth Plans

New Hires Planned?

Property Purchase Plans?

Vehicle Purchase Plans?

Quarterly Tax Handling

Personal Goals

Personal Goals Affecting the Business

Long-Term Vision (5–10 years)

Decision Gate — Proceed to Questionnaire?

Owner W-2 Salary (Current)

Owner W-2 Salary (Projected)

Total Cash Needed from Business (Annual)

Distribution / Draw Amount

Open to adjusting W-2 amount

S-Corp election discussed

Spouse / Family Member Wages

Spouse W-2 from This Business

Spouse W-2 from Outside Employment

Spouse Role in Business

Filing Status

Dependents (count + ages)

Filing Status Changes Expected?

Current Entity Type

S-Corp Election in Place?

Ownership %

Business Start Date

Owns / co-owns another business

Has a holding / real estate LLC

Considering a new business venture

Has a business partner in any entity

Notes on Related Entities

Own or Rent?

Total Home Sq Ft

Home Office Sq Ft

Monthly Mortgage / Rent

Annual Property Taxes

Annual Home Insurance

Annual Utilities (electric, gas, internet)

Has a dedicated home office space

Also has an outside commercial office

Home renovation planned

Plans to move in next 2 years

Willing to Hold Business Meetings at Home?

Fair Market Daily Rental Rate

Planned Business Days at Home (max 14)

Estimated Annual Tax-Free Income

Types of Meetings Held at Home

Coverage Source

Monthly Premium (Family)

Annual Out-of-Pocket Maximum

Typical Annual OOP Actual Spend

Currently using an HSA

High-deductible health plan (HDHP)

Has disability insurance

Has long-term care insurance

Employee Health Benefits

Business Offers Health Benefits?

Monthly Amount Reimbursed (Total)

Personal Accounts

Annual Roth Contribution (Owner)

Annual Roth Contribution (Spouse)

Business Retirement Plan

Plan Type

Annual Owner Contribution

Employer Match %

Open to Upgrading Plan Type?

Dependent Children (count + ages)

Children Expected (future)

Children work (or could work) in business

Children have earned income / Roth IRA

Education Reimbursements

Owner Courses / Certifications Planned

Employees Pursuing Education

Annual Personal Charitable Donations

Business Charitable Contributions

Organizations / Causes

Has taxable brokerage account

Actively trading / selling securities

Holds crypto assets

Plans to sell investments this year

Expected Capital Gains (This Year)

Unrealized Losses Available to Harvest

Will in place (owner)

Will in place (spouse)

Trusts established

Life insurance — owner

Life insurance — spouse

Beneficiaries reviewed recently

Business succession plan in place

Working with estate attorney

Notes

Current Method for Business Vehicle Use

Annual Business Miles (Approx)

Plans to purchase a vehicle this year

Open to putting vehicle in business name

Vehicle would be over 6,000 lbs

Currently has personal vehicle paid off

Planned Vehicle Budget

Vehicle Type / Make in Mind

Accountable plan currently in place

Business expenses paid on personal card

Owner submits expense reports to business

Business has a dedicated credit card

Est. Monthly Business Expenses on Personal Card

Annual Business Travel (airfare, hotels)

Annual Business Meals

Types of Expenses to Capture

Total W-2 Employees (excl. owner)

Employees Earning Over $10k/yr

1099 Contractors

Total Annual Payroll (excl. owner)

New Hires Expected This Year

Benefits & Awards

Employee Achievement Award Budget

Education Reimbursement Budget

Other Benefits Offered

Has veteran or veteran-adjacent employee

Recent hires may qualify for WOTC

Owns primary residence

Owns a rental property

Short-term rental (Airbnb, VRBO)

Commercial property

Planning to purchase investment property

Interested in real estate as investment

Property Details (for each rental / investment property)

Hours Managing Properties (Weekly)

Long-Term Plan for Properties

Interested in separating business from personal assets

Interested in real estate as a wealth vehicle

Plans to bring family members into the business

Has thought about business long-term / succession

Wants to protect assets from business liability

Wants to pass business or wealth to children

Future Structure Goals / Notes

Action Items (this meeting)

Next Meeting Date / Notes

Overall Meeting Notes

Client Signature

Date

This document is prepared by Accounting Biz LLC for internal advisory use. All financial data is confidential.

Client Information

Checkpoint 01 — Financial Projection

Checkpoint 02 — Goals

Wages & Compensation

Entity Structure

Home & Home Office

Augusta Rule (Section 280A)

Health & Medical

Retirement

Family & Education

Charity & Gifting

Capital Gains & Investments

Estate Planning

Vehicles

Travel & Business Expenses

Employees & Benefits

Real Estate

Holding Structures & Advanced Entities

Meeting Wrap-Up