.Web - My CPA, PA Potential Client Discovery Form

New Client Discovery Form

My CPA Advisory and Accounting Partners: A Florida Corporation
We believe that individuals and business owners deserve to have the knowledge and data necessary to make the best financial decisions for themselves, their families, and their businesses. We understand that you want to enjoy the benefits of your hard work with proactive guidance for retaining more of your hard-earned money while remaining compliant. Additionally, you seek the peace of mind and confidence that come with making informed financial choices.

Our specialized services prioritize advisory and tax planning over the conventional tax return preparation and accounting services commonly provided by other firms. Our approach centers on integrating proactive advisory services with traditional compliance tasks such as tax preparation and accounting.

We’ve assisted hundreds of individuals and business owners in becoming tax-efficient and increasing the net worth of their businesses and personal wealth.

To begin, please complete our brief new client discovery form below. This short form allows you to schedule a meeting with us and provides us with the necessary information to optimize our time together during our upcoming session. Following our meeting, we construct a customized plan tailored to your goals, your business, and your personality. Subsequently, we execute the plan while proactively collaborating with you along the way.
Estimated time to complete: less than 5 minutes
Contact Information

Please let us know how we may contact you.
Contact Full Name*

First NameLast Name
Primary Email*
example@example.com
Contact Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Entity Type (select all that apply)*

IndividualIndividual w/ Sch C (reports income/loss from a business you operated or a profession you practiced as a sole proprietor)Individual w/ Sch E (to report profit or loss from rental real estate)Individual w/ Sch F (reports profit or loss from Farming)TrustC-CorpS-CorpPartnershipEstateNon-ProfitOther
Do you own a rental property?*
Do you own a business?*
Our firm works a bit different. A tax return is the result of critical planning. Our passion is in helping people maximize their post-tax net worth. While cost is a consideration, we start our client relationships by learning about your goals, educating you on becoming tax efficient, and identifying an overall strategy for your business. Your price will be identified after the free initial consultation.
Business Name *
Who are the primary decision-makers for your business?*
Full Business Address (if different than that provided above)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What does your company do?*

Accounting ServicesAgricultureArchitectConstruction - New HomesConstruction - RemodelConsultingEducation/TrainingFinancial Planning ServicesHealth ServicesInsurance Agent (Commission Income)Legal Services - AttorneyManagement ServicesManufacturingPerforming ArtsReal Estate Agent (Commission Income)Retail SalesRestaurantSkilled Trade - Electrician, Plumber, Etc.Other (list)
Are you looking for us to complete your personal annual income tax return (form 1040)?*
Do you have the following items on your personal income tax return?*

Rental PropertyK-1 for a S-CorporationK-1 for a PartnershipK-1 for a TrustBrokerage StatementsCryptocurrency1099-NECHSA1095 - ADon't know or n/aOther
Please check the below box to confirm that you understand the minimum fee that we charge for clients who wish to only have their 1040s completed is $1200.*

Confirmed
Referred By or any Relation to an Existing Client (optional)
If you were referred by someone or are connected to one of our existing clients, please specify.
Do you have a current CPA with whom you work? Why are you seeking to work with a new firm?*
What is the top problem or issue you need help with?*
Please select a date from the below calendar for us to meet for a new client consultation. Please ensure you schedule completely by CLICKING THE SCHEDULE EVENT BUTTON AT THE END and then continue on to submit this form!
On a scale of 1 - 5 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?*

1

2

3

4

5

1 is Not knowledgable, 5 is Very knowledgable
Anything additionally you'd like to provide, for us to review in advance of your consultation?

Cancelof
Please click "Submit Answers" below to transmit your response to our office! Select "Save for Later" if you'd like to edit responses prior to submitting.
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New Client Discovery Form

Contact Information