Potential Client Information Form

Potential Client Information Form
Full Name

First NameLast Name
Spouse's Full Name (if applicable)

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Format: (000) 000-0000.
E-mail
example@example.com
How did you hear about us?
Please specify
What do you do professionally?
Have you had your return professionally prepared before?
Where was it previously prepared?
Do you currently work with a financial advisor?
Who is your advisor?
Why are you looking for a new CPA?
What services are you looking for?
What services are you looking for?
Tax Services
Accounting Services
Entity Name(s)
For accounting/payroll services, corporate tax return(s), and/or estate/trust tax return(s).
Do you maintain financial records or have you had professional assistance maintaining records?
What system have you used?
How many employees are on payroll?
Have you used a payroll service before?
Which one?
Is there anything else you'd like us to know?
Once you submit this form, please provide copies of your two most recently filed tax returns. You may send us securely using this link. We will not be able to move forward with the onboarding process until we receive your returns.
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