| USERID | 4 |
|---|---|
| CID | 845 |
| HTML Block | After Signup You will Receive an Email Confirmation for this class. It will contain all of the information about the class. |
| Consultant ID | 1 |
| Date of Consultation | 06/21/2023 |
| Consultant | Michele Kenney |
| Time Spent | 0.25 |
| Type of Entry | TA |
| Report Year | 2023----- |
| Business Milestones |
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| PLEASE CONFIRM CLIENT USER INFORMATION | |
| Town of Residence | Worthington |
| Name | Joanne Morrison |
| Email hidden; Javascript is required. | |
| Home Address | 375 Old Post road Worthington, Massachusetts 01098 Map It |
| Cell Phone | (413) 238-5500 |
| Please Tell Us About Yourself | Female |
| Are you an immigrant/non-native English speaker? | NO |
| Which best describes you | White/Caucasian |
| Ethnicity | Non-Hispanic |
| Are you a Veteran | NO |
| Are you part of the LQBTQ+ community | NO |
| Which Best Describes Your Age Group? | 60 years or older |
| Household Size | 3 |
| Income Level Based on the Chart Above | Over Income |
| Business Name | Joanne Morrison, DVM |
| Type of Business | Veterinary |
| Business Address | 375 old Post Road Worthington, MA 01098 Map It |
| Total Number of Employees (including owners) | 1 |
| Number of Full Time Employees | 1 |
| Number of Part Time Employees | 0 |
| What best describes your business status now? | Startup (business opened - sales/revenue for 3 months) |
| Is this business Woman Owned? | YES |
| Is the business any of the following? |
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| Is this business Veteran Owned? | NO |
| Is this business a Cooperative | NO |
| What assistance are you seeking |
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| Are you starting a business as a result of being unemployed. | NO |
| Comments or Questions | Seeking information on Health Savings accounts for Business owners |
| Untitled | First Choice |
