Potential Client Questionnaire
By completing this form, you help us get to know you and determine how we can best serve your accounting, tax, and advisory needs. Please note that no tax advice will be given during the introductory call, which will be scheduled once we have reviewed the information provided.
Estimated time to complete:
5-10 minutes
Date of Form Completion
*
-
Month
-
Day
Year
Date
Contact Information
Contact Name
*
First Name
Last Name
Primary Email
*
example@example.com
Contact Phone Number
*
Please enter a valid phone number.
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Entity Type Seeking Service (select all that apply)
*
Individual
Estate
Individual w/ Sch. C (Business)
Trust
Individual w/ Sch E (Rentals & K-1's)
C-Corp
Individual w/ Sch F (Farm)
S-Corp
Non-Profit
Partnership
Do you own or are you starting a new business?
*
Yes
No
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Business Name
Is your business address the same as your home address?
Yes
No
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What does your company do?
Accounting Services
Agriculture
Architect
Construction - New Homes
Construction - Remodel
Consulting
Education/Training
Financial Planning Services
Health Services
Insurance Agent (Commission Income)
Legal Services - Attorney
Management Services
Manufacturing
Performing Arts
Real Estate Agent (Commission Income)
Retail Sales
Skilled Trade - Electrician, Plumber, Etc.
Other, please list
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Business Operations
When did you start your business?
-
Month
-
Day
Year
Date
How do you handle your business's financial reporting? (select all that apply)
Paper Records
Microsoft Excel
QuickBooks (Online)
QuickBooks (Desktop)
Other
Does your business currently run payroll?
Yes
No
Who is your current payroll provider?
ADP
Paychex
Gusto
QuickBooks Payroll
Paycor
SurePayroll
We do not run payroll
Other
Fringe Benefits
Are you currently using any type of retirement account(s)? (select all that apply)
SEP
IRA
ROTH IRA
401k
SIMPLE IRA
Other
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Have you filed the most recent year's tax return?
*
Yes
No
Currently in process
Do you have any outstanding tax issues?
*
Yes
No
Please describe the outstanding tax issues:
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Do you currently have a CPA or tax advisor?
*
Yes
No
Current CPA
How long have you been with your current CPA?
What is your reason for seeking a new CPA?
Referred By
Relation to an Existing Client
What services are you looking for?
What qualities are you looking for in a new CPA?
On a scale of 1 - 10 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?
Unknowledgeable
1
2
3
4
5
6
7
8
9
Expert
10
1 is Unknowledgeable , 10 is Expert
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Meeting Preferences
What time of day would you prefer to meet?
Morning
Afternoon
No Preference
What day(s) work best for your schedule? (select all that apply)
Monday
Tuesday
Wednesday
Thursday
Friday
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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