New Client Advisory Questionnaire
Thank you for choosing our firm. We look forward to working with you.This form is designed to help us gather the information necessary to understand your personal and/or business situation, identify your needs, and provide you with the highest level of service. Please complete the form as thoroughly as possible. The information you provide will be kept confidential and used solely for purposes related to our professional engagement.Depending on the services requested, we may contact you for additional information or documentation after reviewing your intake materials.We appreciate the opportunity to work with you.
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)?
Submit
Should be Empty: