Potential Client Questionnaire

Potential Client Questionnaire
Thank you for your interest in Lanphier LLP!

Our firm prioritizes robust long-term client relationships with an emphasis on proactive tax planning and strategy. To learn more about our firm's unique approach, please check out this video.

Prior to scheduling an initial consultation with one of our firm's partners, please complete this brief questionnaire to assist us in understanding your business and personal tax needs.
Estimated time to complete: less than 5 minutes
Contact Information
Contact Name*

First NameLast Name
Primary Email*
example@example.com
Contact Phone Number*
Please enter a valid phone number.
Would you like anyone else to join you on your introductory session?*

YesNo
Please provide contact information for anyone you would like to include in your introductory session.*
Business Information

Please provide some details about any business entities for which you are interested in our services.
Are you a business owner and/or are you inquiring for services for a business?*

YesNo
Primary Business Name*
Where is your business primarily located?*
What does your company do?*

Architecture / EngineeringAgricultureConstruction - New HomesConstruction - RemodelConsultingEducation/TrainingFinancial Planning ServicesHealth/Medical ServicesInsurance AgentLegal Services - AttorneyManagement ServicesManufacturingPerforming ArtsReal Estate AgentRetail Sales - Physical StoreRetail Sales - Web StoreSkilled Trade - Electrician, Plumber, Etc.Tech / Software / SaaSOther (list)
What type of entity is this business?*

Sole Proprietorship (No Business Entity)Single-Member LLCMulti-Member LLC / PartnershipS CorpC CorpNon-Profit / Tax Exempt OrganizationTrustUnsureOther
Do you have additional business entities needing service?*

YesNo
Please provide information for any additional business entities needing services.*
What business services are you interested in? (Check all that apply)*

Business Tax PreparationBusiness Tax Planning & StrategyRegular Bookkeeping Services (we prepare your books)Periodic Bookkeeping Reviews (you prepare your books, we periodically review)Quarterly Tax Estimates / Tax Payment SupportSales Tax FilingsUnsureOther
What accounting software do you use for this business?*
If no formal books, just state "manual" or "Excel", etc.
What is the most recent year for which you have filed business taxes?*
Please provide any additional notes on the services or needs you have for your business.
Personal / Individual Information

Please provide information about any individuals for which you are interested in our services.
Are you interested in personal tax services?*

YesNo
Please provide the name of the individual (or couple) needing tax services.*
What is your state of residence? *
Do any of the factors below apply to your personal tax situation (now or in the near future)? (Check all that apply)*

W-2 IncomeSelf-Employed Income (1099, etc.)Retirement Accounts (401K, IRAs, etc.)Investment/Brokerage AccountsDistributions from TrustsRental PropertiesEmployee Stock Compensation (Restricted Stock, Stock Options, etc.)US Citizen Living AbroadNon-US Citizen Living in the USUS Citizen or Resident with Foreign Assets (Bank Accounts, Retirement Accounts, etc.)Inheritance RecipientNone of the aboveOther
What is the most recent year for which you have filed personal taxes?*
Please provide any additional notes on the services or needs you have personally.
Example: Filing for minor children, family trusts, etc.
Additional Information
How did you hear about us?*

Google or Other Search EngineReferralOther
Referred By*
Current CPA or Tax Preparer*
(Input "Self-Prepared" if you are using TurboTax or a similar solution)
What is prompting you to make a change from your current tax preparer this year?*
What are you looking for in an ideal CPA relationship?*
Are you aware of any prior year tax issues that may need to be addressed?*

YesNo
If yes, please describe prior year tax issues.*
On a scale of 1-10, how confident are you that you are maximizing your overall tax efficiency?
Meeting Preferences
We will review your responses to this questionnaire and evaluate whether we feel we would be a good fit for your needs. Our team will then let you know availability for scheduling your initial consultation with one of our firm's partners. Your initial consultation is free of charge with the intent of allowing you to hear more about our services and our process for working with our clients so you can evaluate if we are the right fit for you. We will also gather any additional information we feel that we need in order to prepare a fee proposal for your services.

Please be aware that due to liability reasons, we cannot provide any tax advice during this initial consultation or at any point prior to being formally engaged for services.
How do you prefer to meet for your introductory session?*

ZoomMicrosoft TeamsIn Person
You are almost DONE! Review the two items below. SUBMIT YOUR ANSWERS: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting. YOUR ANSWERS WILL BE REVIEWED: We will review your submission to determine next steps.

Thank you for your time in completing this form!
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Potential Client Questionnaire

Contact Information

Business Information

Personal / Individual Information

Additional Information

Meeting Preferences