New Client Questionnaire
Client Profile
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Preferred Communication Method
*
Email
Phone
No Preference
How did you hear about us?
*
General online search
Google/Yelp
Our Website
Referall/Word of Mouth
Other
Do You Mind Sharing Who Referred You?
What Type of Meeting Would You Prefer for an Initial Meet & Greet?
*
In Office
Phone Call
Video Call
No Preference
Your Tax Situation
Are you current with your income tax filing obligations?
*
Yes
No
Not Sure
When was the last year you filed a return?
Do You Own Your Own Business or Work as an Independent Contractor?
*
Yes
No
Not Sure
Do You Own Rental Properties?
*
Yes
No
Not Sure
Which Services Are You Interested In or You Think You Will Need? (Select All That Apply)
*
Tax Compliance (Annual Tax Return Preparation)
Accounting/Bookkeeping/Financial Statements
Payroll
Tax Planning
Not Sure
Other
Reason You're Looking for a New Accountant (Check all that apply)
*
Poor communication
Errors on tax return
No Proactive advice
Retired/Sold their business
CPA passed away
Lacked industry expertise
Your tax situation has gotten more complex
Other
Anything Else You Would Like Us to Know?
Please verify that you are human
*
Have you scheduled a meet & greet?
Yes
No
Meet & Greet Scheduled With
Dave Zurad
Herbert Schonken
Herbert or Dave's Email
example@example.com
Date of Scheduled Meet & Greet
-
Month
-
Day
Year
Date
Time of scheduled Meet & Greet
Hour Minutes
AM
PM
AM/PM Option
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