Intake Questionnaire
Please complete this questionnaire to the best of your abilities. Once this is complete, it will be reviewed by a member of staff and our office manager will contact you with next step instructions.
Customer Details:
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
*
example@example.com
How did you hear about us?
*
Please Select
Google
Website
Referral
Other
If were you referred, please provide their name and relationship
Name
Relationship
Referral:
Business Information
Skip this section if you do not own or operate a business
Business Name (if applicable)
Type of business & entity type (if applicable)
Sole Proprietorship
LLC taxed as a sole proprietorship
LLC taxed as S-Corporation
LLC taxed as partnership
S-Corporation
C-Corporation
Partnership
Exempt organization
Other
What does your business do (if applicable)
How many years have you been in operation?
Average gross revenue:
Expected revenue growth on a scale of 1-5
None
1
2
3
4
100%
5
1 is None, 5 is 100%
I am forward thinking and want to invest in my business
Yes
No
Unsure
What accounting software do you use for your business
QuickBooks Online
QuickBooks Desktop
None yet - please help!
Other
Tax Basics
I am involved in... (select all that apply)
Real Estate Investing
Employee Stock Compensation
US Expat Living Aboard
New US Resident
Foreign Investing
None of the above
On a scale from 1 to 5, how knowledgeable are you about your taxes and how they work?
Not at all
1
2
3
4
Proficient
5
1 is Not at all, 5 is Proficient
Do you have unresolved tax issues or unpaid liabilities? If so, please specify.
Additional Information
Why are you looking for a new CPA?
What are you looking to get out of our firm? (Ex: tax advisory, tax preparation, business planning, etc.)
What is the top problem or issue you think you need help with?
I am committed to... (select all that apply)
Efficiency
Compliance
Profitability
Growth
Collaboration
None of the above
Submit
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