TCG New Profile

TORRES CPA GROUP

INITIAL PRE MEETING QUESTIONNAIRE
Thanks for your interest in having a call or zoom meeting. In order to coordinate please complete asap.
Contact Name

First NameLast Name
Company Name
How did you hear about us?
Phone Number*
Email
example@example.com
Are you Filing a Business Export Grant*

YesConsideringNo only Individual Investors GrantNo
Services Needs or concerns:*

Accounting, Payroll and Tax ComplianceBusiness and Personal TaxOnly Personal TaxNone -Just general consultingOther
Year Estimate Income Projection*

Less than $200,000Over$200,000
Resident of PR*

Resident before 2022First Semester 2022Second Semester 2022After 2022
What are your main concerns and issues?
We are not holding face-to-face meetings, will coordinate an initial call to address your concerns.*

Call AM, between 10-12 AMCall PM between 12- 2PMCall PM, between 3-5 PMOther
Time Zone*
If Specific Date and time alternative

Within the next two weeks, hours 10-12 AM or 4-5 PM except for Mondays or Fridays
Appointment Alternatives

MonthDayYear
DateHourMinuteAM/PM Option
Appointment Alternatives

MonthDayYear
DateHourMinutesAM/PM Option
Appointment Alternatives

MonthDayYear
DateHourMinutesAM/PM Option
Should be Empty:

TORRES CPA GROUP