Prospective Client Questionnaire
Complete all required and applicable fields
What are you interested in?
*
Business tax & accounting services
Personal tax services
Both
Date
*
/
Month
/
Day
Year
Date
Name
*
First Name
Last Name
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Name
*
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Additional Locations (if applicable)
Primary Contact (if different than above)
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Business Website
EIN
Entity Type
*
Please Select
S-Corp
C-Corp
Partnership
MMLLC
Single Member LLC
Sole Proprietorship
I don't know
Please specify Owner Names, Ownership Percentages, and Job Duties
Organization Date
/
Month
/
Day
Year
Date
Description of Business
Current Payroll Provider
Do you use QuickBooks Online as your accounting software?
Yes
No
Other accounting Software(s) Used
Number of Years Used
Current Bookkeeper/Manager
Number of Years Used
Current Tax Preparer
*
Self Prepared
Other (specify name)
Number of Years Used
Why are you looking for a new tax preparer/accountant?
What is the biggest challenge you are facing with your business?
Describe any specific business needs or any priorities/due dates
What opportunities would you like to embark on with your business?
Which Business Tax Return Services are you interested in?
Form 1120S S Corp
Form 1120 C Corp
Form 1065 Partnership
OR CAT Tax
Form 2553 S Election
Business Tax Return Amendment
Other
Which Consultation Services are you interested in?
Tax Consultation & Planning
QuickBooks Consultation & Training
Letter/Notice Review
Entity Formation
Other
Which Personal Tax Return Services are you interested in?
Form 1040
Schedule C (Single Member LLC or Sole Proprietorship)
Schedule E
Form 1040 Amendment
Other
Which Accounting Services are you interested in?
Monthly Bookkeeping and Preparation of Financial Statements
Quarterly Bookkeeping and Preparation of Financial Statements
Quarterly Bookkeeping Review - QBO
Quarterly Bookkeeping Review - Non-QBO
QuickBooks Online Setup
QuickBooks Desktop to Online Conversion
Other
I was Referred by:
Please verify that you are human
*
You will receive a request from our office for the following:
Last 3 years of tax returns
Driver's License (Identity purposes)
Submit
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