Patel Tax and Advisory — New Prospect Questionnaire (T)

Patel Tax and Advisory — New Prospect Questionnaire Overview
Welcome to the Patel Tax and Advisory New Prospect Questionnaire. The information you provide will help us better understand your accounting and tax needs.

Before you begin, please review the following:

Questionnaire Logic

We use conditional logic to present additional questions as needed, ensuring we collect all the necessary information.

Document Upload

You’ll be prompted to upload relevant documents as you progress through the questionnaire. We recommend uploading all documents using this method.

If you have any questions, feel free to reach out to us at support@cpapta.com.

Click Next to get started!

Patel Tax and Advisory — New Prospect Questionnaire

Please enter your information below
Enter your legal name exactly as it appears on your tax return*

First NameMiddle NameLast Name
Enter your primary phone number*
Enter your business phone number (include extension if you have one)
Enter your primary email address*
example@example.com
Enter your business email address
example@example.com
Enter your primary residential address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you have any of the following?*

SpouseDependentBusinessPropertiesNone
Have you had tax and accounting services in the past?*

YesNo
Are your tax filings current?*

YesNo
What accounting and tax problems keep you up at night?*
- Business Name*
- Business Type*
  
  1120 (Corporation)1120-S (S-Corporation)1065 (Partnership)Schedule C (Sole Proprietorship)Schedule E (Rentals)Schedule F (Farm)1041 (Trust or Estate)990 (Tax-exempt Organization)Other
- What services do you need?*
  
  BookkeepingTaxPayrollAdvisoryN/A
- Primary Physical or Mailing Address of the Business*
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- Do you have another business?*
  
  YesNo
- Business Name*
- Business Type*
  
  1120 (Corporation)1120-S (S-Corporation)1065 (Partnership)Schedule C (Sole Proprietorship)Schedule E (Rentals)Schedule F (Farm)1041 (Trust or Estate)990 (Tax-exempt Organization)Other
- What services do you need?*
  
  BookkeepingTaxPayrollAdvisoryN/A
- Primary Physical or Mailing Address of the Business*
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- Do you have another business?*
  
  YesNo
- Business Name*
- What services do you need?*
  
  BookkeepingTaxPayrollAdvisoryN/A
- Business Type*
  
  1120 (Corporation)1120-S (S-Corporation)1065 (Partnership)Schedule C (Sole Proprietorship)Schedule E (Rentals)Schedule F (Farm)1041 (Trust or Estate)990 (Tax-exempt Organization)Other
- Primary Physical or Mailing Address of the Business*
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- Please upload any additional documents that would help us understand your accounting and tax needs.
  
  Cancelof
- Is there anything else to add to give us more context on your situation?
- Schedule A Call with Us
  
  Schedule a free 15-minute Discovery Call with Patel Tax and Advisory to see if we’re a good fit. When booking, choose your preferred time and click “SUBMIT” at the bottom to confirm your appointment and complete the questionnaire.
- Book a free 15-minute Discovery Call with Patel Tax and Advisory*
- Should be Empty:

Patel Tax and Advisory — New Prospect Questionnaire Overview

Patel Tax and Advisory — New Prospect Questionnaire

Schedule A Call with Us