Prospect Questionnaire
Please complete this questionnaire to help us match the best RAC accounting professional to serve you.
Full Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
How do you prefer to communicate?
*
Phone
Email
In-person
Video Call
What is your preferred timeline for getting started with us?
*
Right away
Flexible
Within a month
ASAP, I have an emergency (please explain)
Please explain the emergency
To help us serve you well, please consider the following statements:
I respond to emails or requests for information within a few days.
*
Always
Most of the time
Sometimes
Rarely
I keep my tax and financial documents organized and easy to access.
*
Always
Most of the time
Sometimes
Rarely
General Questions
What can we help you with?
*
I need to file my taxes and only need tax preparation services at this time.
I want a holistic CPA advisor that can offer sound, proactive advice in many areas to maximize my wealth and business success.
Are you currently working with another accountant or tax professional?
*
Yes
No
If yes, please share details
Are there any special circumstances or unique aspects to your tax situation we should know about?
*
Yes
No
If yes, please explain
Do you anticipate any significant changes in your finances or tax situation this year?
*
Yes
No
If yes, please describe
Do you or your business own any rental properties?
*
Yes
No
If yes, how many do you own personally and how many does your business own?
Which of these tax services currently apply to your situation?
*
Personal
Business
Estate and/or Trust (1041)
Not-For-Profit (990)
Gift (709)
Foreign Tax & Reporting
Other
What tax years do you need to file?
*
Current year
I need one or more amendments filed
Prior years
What years need to be filed?
Please provide some detail on the amendments required (reasons & years)
Do you have income over $14,600?
Yes
No
Have you experienced any major life or financial changes in the past year (e.g., marriage, divorce, new job, inheritance, relocation)?
No
Yes (please explain)
Do you own a home?
Yes
No
Do you have any taxable investment income? (This includes crypto currency.)
Yes
No
Do you have income from multiple states?
Yes
No
My business taxes are filed on a:
Schedule C, E, or F on my personal tax return
Separate Business Tax Return (1120, 1120-S, 1065)
Do you have more than one business?
Yes
No
What is the name of your primary business?
What is your primary business' gross sales?
Please Select
Less than $250,000
$250,001 and $1 Million
$1 Million - $5 Million
Greater than $5 Million
Your primary business' total assets are?
Please Select
Less than $250,000
$250,001 and $1 Million
$1 Million - $5 Million
Greater than $5 Million
Do you utilize bookkeeping software?
Yes
No
What accounting software do you use to track your income and expenses?
QuickBooks Online
QuickBooks Desktop
NetSuite
Great Plains
Xero
Zoho Books
FreshBooks
Sage
Other
Are you interested in learning more about any of the following services?
*
Tax Planning/Projections
Bookkeeping/Accounting
Payroll
Sales Tax
Business Advisory Services
CFO Services
Business Valuation Services
No
Other
How did you hear about RAC?
*
Social Media
Referral
Google/Search Engine
RAC Employee
Other
Please list the name of the referral
*
Please list the name of the RAC Employee
*
Upload your most recently filed tax return and any additional relevant documentation
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