questionnaire

PTCFO, Inc.
48 Walkley Road,
West Hartford, CT
06119-1345

phone: 860.232.9858
fax: 860.232.9438

Contact Us

Business Tax Planning Questionnaire

General Business
by Jack Veale

This questionnaire is designed to help you pinpoint planning opportunities for your family business and organize your goals. It can also be of use when answered with the assistance of your attorney, accountant and/or financial planner.

C Corporations

1. Is compensation to shareholder/employees reasonable in light of the services rendered and the success of the company? Is any compensation currently being paid for past services? Do the corporate minutes reflect this fact?

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