Client Questionnaire
This information will be used to assist in determining how our firm can best assist with your accounting, tax and advisory needs.
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
How did you hear about our firm?
Please Select
Referred by friend or family
Online Search
Advertisement
Other
Referred by
Business Activity or Side Gig
Do you own a business?
*
Yes
No
Business Name
How many years of operation?
Please Select
0 - 5
5 - 10
10 - 15
15+
What type of entity is your business?
Please Select
Sole Proprietorship
Limited Liability Company (LLC)
Partnership
Corporation
Current Accounting System?
Please Select
Current Accountant
QuickBooks
Spreadsheets/Excel
Wave Accounting
What System?
Do you expect your income from the business to be different in the next 12 months?
Yes
No
What does your company do?
Real Estate Activity
Do you own rental or investment real estate?
*
Yes
No
How are your real estate properties titled?
Please Select
Personal Ownership
LLC
Partnership
Other
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 to 10, how knowledgeable are you about how your taxes are structures or how taxes work?
*
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 you need help?
What are you looking for in a relationship with your accounting firm?
Submit
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