Prospective Client Questionnaire

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About Us

Tafoya Barrett and Associates, PC is an advisory-based tax firm dedicated to helping clients increase their post-tax net worth. Our model is impactful, efficient, and comprehensive, focusing on a total relationship rather than isolated transactions. This forward-thinking, proactive approach provides more opportunities to support and guide you in your work and financial life.

Our strategic services offer an outside perspective to reveal shortcomings and avoid pitfalls. We work in interactive, structured sessions designed to educate, inform, empower, and solve problems. Whether you're a new or seasoned business owner, a real estate investor, or an individual seeking financial advice, we can offer guidance and coaching to help you reach your goals.

We pair our Advisory Services with tax compliance work, known as Maintenance Services, ensuring you know your liabilities well in advance to avoid surprises and reduce stress at tax time. Costs for tax compliance and maintenance are presented upfront and paid over time, smoothing your cash flow and aiding in budgeting. All new clients agree to an upfront Advisory proposal and an annual Maintenance proposal.

If this Advisory and Maintenance Model suits you and your business, please fill in the contact form below with as much detail as possible. We will be in touch to examine your needs and customize a relationship with you. As your trusted advisors, we believe this approach will strengthen our relationship and accelerate your path to success.

Estimated time to complete: 5-10 minutes.
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Contact Name:* This field is required.
Preferred First Name
Last Name
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Email* This field is required.
example@example.com
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Phone Number* This field is required.Privacy Policy: SMS opt-in and phone numbers collected for SMS consent will not be shared with any third party and affiliate company.
Please enter a valid phone number.
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Opt-InBy checking this box, I consent to receive text message related to Customer Care from Tafoya Barrett and Associates PC. You can reply “STOP” at any time to opt-out. Message and data rates may apply. Message frequency will be rare or vary, text HELP for assistance. For more information visit our Privacy Policy and SMS Terms and Conditions at https://www.tafoyabarrett.com/privacy.php. Please click Next if you do not consent.
I consent to SMS
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What is your occupation?* This field is required.
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Do you file a joint tax return with a spouse?* This field is required.
Yes
No
Not in the past, but I will this year.
I have in the past, but I will not this year.
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What type of income do you (and your spouse, if applicable) have? Please select all that apply.* This field is required.
W2 Income - Set Salary
W2 Income - Salary + Unregular Bonuses or Commission
W2 Income - All Commission Based
Non-Employee Compensation as reported on Form 1099
Self-Employed
Investment Income (Interest, Dividends, Capital Gains
Retirement Income (Pension, IRA Withdrawals, Social Security)
Gambling Income
Flow Through Income from Form K-1s
Rental Property Income
Oil & Gas Royalties
Other
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Have you filed all past year tax returns?* This field is required.
Yes
No
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Do you have any outstanding issues with the IRS? Select all that apply.* This field is required.
No.
Yes, I received a notice I can't resolve.
Yes, I am currently in an installment agreement.
Yes, I owe the IRS taxes and have not set up an installment agreement.
Yes, I have an unresolved audit.
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Did you incur a major life event during the prior or current calendar year? Select all that apply.* This field is required.
No
Retired
Married
Divorced
Widowed
Added a dependent
No longer claiming a dependent that I claimed last year
Moved primary residence
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Do you own a business?* This field is required.
Yes
No
Not yet
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Business Legal Name (if no, please write N/A)* This field is required.
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How is your company taxed?* This field is required.
Sole Proprietor/Single Member LLC that reports on Schedule C (Small Business)
Sole Proprietor/Single Member LLC that reports on Schedule E (Rental)
Sole Proprietor/Single Member LLC that reports on Schedule F (Farm)
Sole Proprietor/Single Member LLC that reports on all of the above
C-Corporation (Form 1120)
S-Corporation or LLC taxed as an S-Corp (Form 1120-S)
Partnership or LLC taxed as a partnership (Form 1065)
Non-Profit (Form 990)
Estate (Form 1041)
Trust (Form 1041)
N/A
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Do you have another business partner(s) in the business?* This field is required.
Yes, my spouse
Yes, 1 or more partners
No
N/A
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How do you keep track of your business income and expenses?* This field is required.
I don't
Quickbooks Desktop
Quickbooks Online
Excel / Spreadsheet
Xero
Freshbooks
I pay a professional bookkeeper.
Other
N/A
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Legal name of second business? If none, type N/A.* This field is required.
Use the legal name of the business as registered with the Secretary of State.
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Legal name of third business? If none, type N/A.
Use the legal name of the business as registered with the Secretary of State.
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What are your future financial goals for you and/or your business(es)?* This field is required.
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What is the top issue you and/or your business(es) need help with?* This field is required.
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Who is your current CPA? Please indicate N/A if you don't currently have a CPA.* This field is required.
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Did anyone refer you to our firm? Please list their name so we can thank them. If you found us through an online search, please list also.* This field is required.
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Had you heard of Tafoya Barrett and Associates before, and if so, how?
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Do you have a relationship with an existing client? If yes, please enter their name. Otherwise, type N/A* This field is required.
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Do you work with a financial advisor? If yes, please provide their name below. If not, please enter N/A.* This field is required.
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What are you looking for in a new CPA?* This field is required.
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Is there any additional information we should know?* This field is required.
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Thank you for taking the time to let us get to know you!

Once complete, click "Submit" to transmit your form to our office. We will be in touch in the next few business days.
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