Patel Tax and Advisory — New Prospect Questionnaire (T)

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?*

Please upload any additional documents requested by your CPA or any other materials that would help us manage your accounting and tax needs.

Cancelof
Is there anything else to add to give the CPA 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*
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Patel Tax and Advisory — New Prospect Questionnaire Overview