New Client Questionnaire

New Client Questionnaire
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Please choose which one you want to be contacted by

Other
Would you use a secure document portal to exchange documents?
Are all of your tax filings and payments current?
- Company Name
- Company Website
- Company Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Please briefly explain what your company does
- Starting date of your company
  
  MonthDayYear
  Date
- Your job title
- How many employees for an average pay period including you does your company have?
- What type of organization is your company?
  
  Other
- What is the fiscal year end for your company?
  
  MonthDayYear
  Date
- How do you file federal taxes?
- What bank is your main business account with?
- What is your gross annual revenue range (total deposits)?
- Which payroll software or company do you use?
- What pay period do your use?
  
  Other
- What accounting software do you use?
- Approximately, how many transactions (checks, deposits, payroll) do you generate each month?
- Which transactions do you enter?
  
  Other
- Do you pay 1099 vendors?
- Do you have any of the following situations? Please select all that apply.
  
  Other
- Do you keep an up-to-date list of fixed assets (chairs, desks, computers, vehicles, buildings, etc.) including date purchased, description, and amount paid?
- How many bank accounts do you have?
- Do you use a debit card?
- Do you use online banking?
- How many credit cards do you have?
- Do you have any experience working with a CPA before?
- Do you want financial statement services? Please refer to your company's governing documents such as the constitution, bylaws, or loan requirements. Please read about the different financial statement services here: Financial Statement Service Guide.
- Other
- Please select the services you want us to provide
  
  Other
- Please give details about to service(s) you want from us
- Additional information we should know
- Please verify that you are human
- Should be Empty: