Prospective Client Questionnaire
Thank you for considering DWD CPAs & Advisors for your tax and accounting needs. We need to collect the following information from you in order to gain a better understanding of your tax and accounting needs.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Business Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Entity Type (select all that apply)
Individual
Individual w/ Sch C
Individual w/ Sch E
Individual w/ Sch F
Estate
Trust
C-Corp
S-Corp
Partnership
Nonprofit
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Current CPA
Referred By
Relation to an Existing DWD Client
What are you looking for in a new CPA?
How can we help you?
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