PROSPECTIVE CLIENT FORM – INITIAL CONTACT
1790 30th Street, Suite 418, Boulder, CO 80301 | P. 303.449.3060 | F. 303.449.2747 bouldercpagroup.com
Date
/
Month
/
Day
Year
Date
Form filled out by
Source of contact
Full Name(s)
Contact Phone
Address
Contact Email
example@example.com
How did you hear about us?
Have you ever worked with our firm before?
If so, when?
What types of services are you looking for? e.g., tax prep, tax planning, bookkeeping, payroll, etc
Who has been preparing your tax returns?
Have you filed your taxes for the previous year?
If not, why not?
Why are you looking for a (new) CPA?
Do you have any outstanding tax liabilities, audits, or other tax issues?
What was your total income last year? (estimate if necessary)
What types of income do you have? e.g., salary, investments, rental income, etc
BUSINESSES/ORGANIZATIONS ONLY:
Business Name(s) and Website
Type of Entity e.g., sole proprietorship, LLC, corporation, non-profit, etc
Number of Employees
Estimated Annual Revenue
Have you encountered any tax-related issues in your business previously?
We specialize in long-
term tax planning strategies and more complicated tax return preparation, and our
billing rates range from $125 to $310 per hour.
We offer a free 30
-
minute consultation with a tax professional to determine if we would be a good fit for
your needs - p
lease let us know if you would like to schedule one.
If we decide not to move forward, your personal
information will be destroyed.
THANK YOU!
Updated October 2023
Preview PDF
Submit
Should be Empty: