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:
less than 5 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.
Business Name
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Entity Type (select all that apply)
Individual
Individual w/ Sch C
Individual w/ Sch E
Individual w/ Sch F
Trust
C-Corp
S-Corp
Partnership
Estate
Non-Profit
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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Current CPA
Referred By
Relation to an Existing Client
What are you looking for in a new CPA?
How can we help you?
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?
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Please click the link below to schedule a call at your convenience
Schedule a call
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!
Submit Answers
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