Advisory Prospect Questionnaire
This information will be used to assist in determining if our firm can assist with your accounting, tax, and advisory needs.
Estimated time to complete:
5 - 10 minutes
Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
*
example@example.com
How did you hear about our firm?
Do you own a business?
*
Yes
No
Business name
How long have you been in business?
What is the annual revenue from your business activity?
Do you expect your income from the business to be different in the next 12 months?
What type of entity is your business?
Please Select
LLC
S-Corporation
C-Corporation
Sole Proprietorship
Partnership
Other
I don't know
Business address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
If you own a business, what does your company do?
What accounting software do you use for your business?
Do you own investment real estate?
Yes
No
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Real Estate Activity
What type of investment real estate properties do you own?
What is the annual revenue from your investment real estate activity?
How are your real estate properties titled?
Please Select
Personally
In separate LLC's
In one entity (LLC, S-Corp or other)
Combination of personal and in separate entities
I don't know
Other
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Tax and Accounting Needs
Are you currently working with a CPA or tax advisor?
Yes
No
On a scale of 1 -10, how knowledgeable are you about how your taxes are structured or how taxes work?
Please Select
1 (lowest)
2
3
4
5
6
7
8
9
10 (highest)
What services are you interested in (check all that apply)?
Tax planning / business advisory
Entity structure planning
Tax preparation
Accounting and bookkeeping
Payroll
What are the top issues with which you need help?
What are you looking for in a relationship with an accounting or CPA firm?
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Your Financial Goals
What are your financial goals for the next 12 months?
What are your financial goals for the next 2-3 years?
What are your long-term financial goals?
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Submit
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