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

Month Day Year
Date
Business Taxed as a

C-CORP S-CORP PARTNERSHIP SOLE 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 statements Record transactions Checking, Deposits, etc Assist with General Journal Entries Assist with payroll/payroll entries Clean up or correct general ledger Oversee your bookkeeper/controller
Financial Statements

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

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

New Business Consultation Retirement Planning Set up or Revise Accounting Systems QuickBooks Training Best Entity Choice Analysis Financial Planning Representation before the IRS Special/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 education New business - need our books set up We don't think our books are right We think we pay too much in taxes We may not be the optimum tax entity structure Our current CPA doesn't talk to us/answer questions Our current CPA takes too long to do our books/taxes Our current CPA is not proactive in planning We need help dealing with a current IRS issue Owners don't have sufficient retirement funds
Who may we thank for referring you to our practice?
Should be Empty: