Potential Client Questionnaire

Potential Client 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 minutes
Contact Information
Contact Name*

First NameLast Name
Primary Email*
example@example.com
Contact Phone Number*
Please enter a valid phone number. By providing your phone number you consent to receiving phone calls or text messages from our firm to assist in the preparation of your income tax returns only. We will never share, trade, or otherwise sell your personal information such as phone numbers and SMS consent to third parties under any circumstances. To opt out at any time reply STOP. Our privacy policy can be found at: https://www.mackecpas.com/about-us/privacy-policy
SMS Text Consent (optional)

I consent to receive SMS text messages from Macke & Company, CPAs for purposes of tax return preparation and accounting services. Macke & Company will never provide your telephone number to third parties under any circumstances. To opt out of SMS text messages you can reply STOP at any time.I do not wish to receive SMS text messages from Macke & Company, CPAs.
Do you own a business or are starting a business?*

YesNo

Introductory Call Preferences
What time of day works best for your schedule?

AMPMAnytime
What day(s) work best for your schedule? (select all that apply)

MondayTuesdayWednesdayThursdayFriday

Have you used a CPA before?

YesNo
Why are you changing CPAs?
What are you looking for in a CPA? What services do you need?*
Referred By (if applicable)
Once complete, click "Submit Answers" to transmit your response to our office.
Should be Empty:

Contact Information