New Client Advisory Questionnaire
At this time, we are not taking on new clients so we can stay fully focused on providing the best possible service to our existing clients during tax season. If you are seeking assistance with a 2025 tax return before the April 15, 2026 deadline, we unfortunately won’t be able to help this season. You're welcome to submit your information, and we’ll be happy to reach out in May 2026 to discuss your needs and our availability at that time.
Estimated time to complete: 5-10 Minutes
Full Name
*
First Name
Last Name
Contact Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
How did you hear about our firm?
Do you own a business?
*
Yes
No
Business name
If yes, how many years of operations?
Please Select
Less than a year
1-3 years
3-5 years
5+
What type of entity is your business?
Please Select
Sole Proprietorship
LLC
C-Corporation
S-Corporation
Partnership
Other
I don't know
Current accounting system?
Please Select
QB online
QB desktop
Other accounting software
Excel or handwritten
Do you expect your income from the business to be different in the next 12 months?
Yes
No
If you own a business, what does your company do?
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Real Estate Activity
Do you own rental or investment real estate?
*
Yes
No
How are your real estate properties titled?
Please Select
Personally
In separate LLC's
In one entity (LLC, S-Corp or other)
Combination of personal and in separate entities
How many investment properties do you have?
Tax & Accounting Needs
Are you currently working with a CPA or tax advisor?
Yes
No
Who prepared your most recent tax return?
For which tax year have you most recently completed your filing?
*
On a scale of 1-10, how knowledgeable are you about how your taxes are structured or how taxes work?
*
Please Select
1 (lowest)
2
3
4
5
6
7
8
9
10 (highest)
What services are you interested in (check all that apply)?
Tax Planning
Accounting & bookkeeping
Business advisory
Tax preparation
Entity structure planning
Payroll
Social Security planning
Other
What are the top issues with which need help?
What are you looking for in a relationship with your accounting firm?
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Your Financial Goals
What are your short term financial goals (next 12 months)?
What are your long term financial goals (5+ years)?
I understand that Benton Roberson CPA's is not taking clients during tax season and would like the team to reach out in May of 2026 to join the firm as a new client.
*
Type option 1
Submit
Should be Empty: