Margida & Associates, Inc. - Certified Public Accountants

What to bring to our first meeting

Following is some information we will need from business owners scheduling their first appointment with us.

  • Company Name:
  • Your Name:
  • When did you start your business?
  • What type of entity is it?
  • How do you handle your accounting records? (Quickbooks, Peachtree, etc.)
  • Are your accounting records up to date?
  • If you are considering leaving your current CPA, what did you like and dislike about them so that we can better meet your needs?
  • What types of tax and accounting services do you need?
  • What questions do you have for us?