Prospective Client Form

Full Name*

First NameLast Name

Business Name

Phone Number*

Area CodePhone Number

Which service(s) are you interested in?*

Individual tax return (starting at $400)Accounting Services (starting at $400 per month)

*

By providing my phone number to “Fogle Accounting & Consulting PLLC”, I agree and acknowledge that “Fogle Accounting & Consulting PLLC” may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to Opt-out by replying “STOP”. For more information on how your data will be handled please visit https://www.fogle.cpa/privacy-policy

E-mail*

How did you hear about us?*

How urgent is your need for tax/accounting services?*

Are you interested in:

Tax Services OnlyCloud Accounting ServicesCloud Accounting and Tax Services

What tax form do you file? At this time we are only taking new 1040 clients. If you have other forms to file, we have established relationships with several local CPAs and can provide referrals.

10401120, 1120S, 1065, 990Multiple forms

Are you comfortable using email as a primary form of communication?*

YesNo

We are a fully remote firm, are you comfortable working in the cloud/virtually?*

YesNo

What have you used in the past for your tax return, and why would you like us to prepare your tax return moving forward?*

Are you current on all tax filing obligations and payments? If not please provide details below so we can assist.*

How long have you been in business?*

How many owners?*

Please briefly describe your business:*

We are a fully remote firm, are you comfortable working in the cloud/virtually?*

Are you comfortable with online banking?*

Are you comfortable using email as a primary form of communication? *

What are your current pain points/challenges in your business?*

Do you currently have payroll? If so how many employees? What payroll software are you currently using?*

How many locations do you have? Do you operate in multiple states?*

What is your current accounting software/system? We work exclusively with QuickBooks Online, but in most cases can easily transfer your data from another software.*

Prospect Interview Form