1.Please select the most accurate statement from the following:

I file my own taxes.

I pay someone else to file my taxes.

I do not file taxes.

2.Please select the most accurate statement from the following:

I do my own bookkeeping.

I pay someone else to do my bookkeeping.

I do my own bookkeeping but could benefit from a more organized process.

Nobody does bookkeeping for my business.

3.Please select the best answer for the following statement: I am very confident when it comes to filing taxes for my business.

Strongly agree

Agree

Neither agree nor disagree

Disagree

Strongly disagree

4.Please choose the best answer for the following statement: I am very confident when it comes to bookkeeping for my business.

Strongly agree

Agree

Neither agree nor disagree

Disagree

Strongly disagree

5.In what areas could you use advice on taxes? Check all that apply:

Filing as a sole proprietor/single-member LLC

Filing as a contractor

Business deductions

Recording grants when filing

Recording loans when filing

Asset depreciation

Other (please specify)

6.In what areas could you use advice on bookkeeping? Check all that apply:

Recording transactions

Cash flow

Profit & loss statements

Balance sheets

Recording asset purchases/sales/depreciation

Bookkeeping software

Basics of bookkeeping

Other (please specify)

7.Are there any other areas in which you could use help with taxes?

8.Are there any other areas in which you could use help with bookkeeping?