Client Onboarding Survey

1
Name* This field is required.
First Name
Last Name
2
Email
example@example.com
3
Phone Number* This field is required.
Please enter a valid phone number.
4
How did you hear about BB Tax & Accounting?
Internet search
Some who works there
Referral
BNI
Other
5
Who referred you? So we can send them a thank-you note!
6
Please explain
7
Please provide the member name and/or chapter
8
Do you prefer a particular tax professional?
No
Danica Swanson
Amber Tyson
Megan Richardson
9
Most recent tax year returns were filed:* This field is required.
2022
2021
2020
Earlier than 2020
Never filed tax returns
10
Did you have your most recently filed tax return(s) prepared by a tax professional?* This field is required.If you have never filed a return before, please select "NO."
YESNO
11
If yes, why are you changing service providers? If no, what made you decide to seek professional services?
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Large
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Small
Ok
Ok
12
What level of interaction do you expect from your tax professional during the tax season?* This field is required.
My tax professional can call or email me with questions, and I will do the same.
I want to meet with my tax professional, but I prefer a remote appointment.
I would like to meet with my tax professional BEFORE preparation.
I would like to meet with my tax professional AFTER preparation.
I would like to meet with my tax professional before AND after preparation
I am willing to wait until after tax season to get as much time with my preparer as I need.
13
Please indicate which services you are looking for:* This field is required.
Personal tax preparation
Business tax preparation
Trust/estate tax preparation
Business advisory services
IRS or other taxing authority representation (garnishments, balance(s) due, offer in compromise, etc.)
Review of prior years' tax returns
Other tax services
14
If you are seeking business tax services, what type of business do you have?* This field is required.
Sole proprietorship on Schedule C
Rental activity on Schedule E
1065 partnership return
1120S-Corporation return
1120 C-Corporation return
I'm not sure
Not applicable
15
Are there any unique tax situations or challenges you are currently facing?
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Large
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Small
Ok
Ok
16
Please select the option that best describes your record keeping habits:* This field is required.
I just keep the tax forms that people send to me
I keep all of my receipts for my tax professional to add up
I keep all of my receipts and add them up for my tax professional
I track my activity myself on an app like Quickbooks, Quicken, or Excel, but I need help from a tax professional
I pay a bookkeeper to track my business and/or rental activities
I didn't know I was supposed to be keeping records
17
What is your attitude about filing tax return extensions?* This field is required.
I prefer my taxes to be done on time
I'm willing to entertain the possibility of filing an extension if it means I get more attention from my tax professional and it doesn't get me in trouble with any taxing authorities
I file an extension every year
18
What is your attitude about taxation in general?* This field is required.
I never want to pay taxes.
I want to pay as little tax as is legally possible
It's a necessary evil

Our current fee structure is as follows:

Personal return without business or rental activities	$375-500
Personal return with business, rental, or extensive investment activities	$500-1,200
Business return with less than two owners	$800-1,500
Business return with greater than two owners	$995-12,000
Trust/estate income tax return	$800-5,000
Estate inheritance return	$3,000-5,000
Gift return	$175-1,200
Non-profit return	$695-12,000

Prices vary based on complexity, and/or clarity/reliability of supporting information provided by client.

Prices reduced at preparers' discretion.

20
I have reviewed and understand the preceding fee schedule and am comfortable with proceeding.* This field is required.
YESNO
21
Please tell us why you would like to work with BB Tax & Accounting.
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Normal
Small
Ok
Ok
22
Please verify that you are human* This field is required.
Should be Empty: