Finch CPA New Client Application

New Client Application - Finch CPA Firm PLLC
Business Name
Website Address
Business Purpose
Is this a Texas business? (we rarely work with non-Texas businesses)
Business Inception Date

MonthDayYear
Date
Business Taxed as a

C-CORPS-CORPPARTNERSHIPSOLE PROPRIETORSHIP
Prior Year Gross Sales
Est. Current Yr Gross Sales (our normal minimum is $500k - $1 million)
Current Owners: Name and Percentage of Ownership
Name
Name
Name
Name
Bookkeeping

Reconcile bank statementsRecord transactions Checking, Deposits, etcAssist with General Journal EntriesAssist with payroll/payroll entriesClean up or correct general ledgerOversee your bookkeeper/controller
Financial Statements

Business plan projectionsManagement Use Only financial statements
(Note: This firm does not perform compilations, reviews or audits)
Tax Services

Individual tax return (1040)Officer Compensation/Benefits AnalysisBusiness tax return (1120, 1120S, 1065)Mid Year Tax PlanningEstate or Trust Tax Return (1041)Year End Tax Planning
Other Services

New Business ConsultationRetirement PlanningSet up or Revise Accounting SystemsQuickBooks TrainingBest Entity Choice AnalysisFinancial PlanningRepresentation before the IRSSpecial/Other:
(Business Exit Strategies are performed by our sister company Finch Exit Strategies PLLC)
Who does your internal, day-to-day bookkeeping now?
What are their qualifications?
Who is your CPA firm now?
Why are you seeking a new CPA?
How many employees do you have?
Who does your payroll now?
Do you have a retirement and/or 401k plan?
Who will be our main point of contact with your business?
Email address of main contact
Phone number of main contact
Main Issue we have now (check all that apply):

New business - need entity analysis and educationNew business - need our books set upWe don't think our books are rightWe think we pay too much in taxesWe may not be the optimum tax entity structureOur current CPA doesn't talk to us/answer questionsOur current CPA takes too long to do our books/taxesOur current CPA is not proactive in planningWe need help dealing with a current IRS issueOwners don't have sufficient retirement funds
Who may we thank for referring you to our practice?
Should be Empty: