Prospect Questionnaire
Please fill out and return this questionnaire to help us understand your specific needs. The information you provide is crucial for building strong relationships and delivering maximum value. After receiving the questionnaire, expect a response within 2-4 business days regarding our ability to assist you. If we can provide services, we will reach out to set up an initial meeting with you and a member of our team to gather additional information.
Personal Information:
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Names of Children and Dependents:
Will the children need a tax return prepared?
Yes
No
Business Information:
Business Name:
Business Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Names of Decision Makers, Owners, Partners, or Shareholders:
How long have you been in business?
Number of Employees:
Business Type:
Entity Type:
Prior Year Revenue:
Discovery Questions:
How did you hear about us?
What year is are the most recent tax return completed?
Who is your current CPA?
Why are you looking for a new CPA?
What are the most significant issues/areas you are looking to address?
On a scale of 1 to 10 (with 1 being the least), how comfortable are you about how your taxes are structured or how your taxes work?
Please answer “Yes” or “No” to the following questions:
Are you a US Citizen?
Yes
No
Do you own rental properties?
Yes
No
Is any income earned from more than one state?
Yes
No
Do you collect sales tax?
Yes
No
Is any income earned from another country?
Yes
No
Do you need financial statements?
Yes
No
Are you looking to actively grow your business?
Yes
No
Submit
Should be Empty: