Applicant Form

Questionnaire

So that we can better prepare for our meeting, please fill out a short questionnaire. Filling time: 1 minute

Your name

Your email address

Do you need to register a company?

Yes, it is necessary

I have an operating company

What is or will be the name of your company?

What industry does your company work in?

How many employees do you have in your company?

The companys revenue for the past year

Do you currently have an accounting system?

Yes

No

Do you need help in preparing and analyzing financial statements?

Yes

No

Do you need help with tax planning, filing tax returns, or dealing with any tax-related issues?

Yes

No

Are there any specific topics or issues that you would like to discuss during our meeting?

How did you find out about us?

Baystate Advisors Group

7 Otis Pl #3, Boston, MA 02108

Baystate Advisors Group LLC