Intake Questionnaire
Please complete this questionnaire to the best of your abilities. Once this is complete, it will be reviewed by a member of staff and our office manager will contact you with next step instructions.
Personal Details
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
How did you hear about us?
*
Please Select
Google
Website
Referral
Other
If were you referred, please provide their name and relationship
*
Rows
Name
Relationship
Referral:
Other:
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Tax Basics
Would you like to have an annual year-end tax planning meeting?
*
Yes
No
I am involved in... (select all that apply)
*
Real Estate Investing
Employee Stock Compensation
US Expat Living Aboard
New US Resident
Foreign Investing
None of the above
On a scale from 1 to 5, how knowledgeable are you about your taxes and how they work?
*
Not at all
1
2
3
4
Proficient
5
1 is Not at all, 5 is Proficient
Do you have unresolved tax issues or unpaid liabilities? If so, please specify.
*
In which of the following are you willing to invest time and money? (select all that apply)
*
Planning for tax efficiency
Understanding different income sources
Benefitting from tax-privileged accounts
Optimizing deductions and credits
None of the above
Other
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Business Information
Do you own or operate a business?
*
Yes
No
Business Name
*
Type of business & entity type
*
Sole Proprietorship
LLC taxed as a sole proprietorship
LLC taxed as S-Corporation
LLC taxed as partnership
S-Corporation
C-Corporation
Partnership
Exempt organization
Other
What does your business do
*
How many years have you been in operation?
*
Expected revenue this year:
*
$0 - $100,000
$100,001 - $500,000
$500,001 - $2,000,000
More than $2,000,000
Expected revenue growth on a scale of 1-5
*
None
1
2
3
4
100%
5
1 is None, 5 is 100%
I am forward thinking and want to invest in my business
*
Yes
No
Unsure
What accounting software do you use for your business
*
QuickBooks Online
QuickBooks Desktop
None yet - please help!
Other
In which of the following are you willing to invest time and money? (Check all that apply)
*
Benefiting from ideal entity structure (S-Corp/LLC/Partnership/Etc.)
Documentation for audit defense
Learning the best ways to get cash from your entity
Corporation income strategies
Worker classification risk management
Structuring company fringe benefits
None of the above
Other
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Additional Information
Why are you looking for a new CPA? (Check all that apply)
Didn't return my emails/call
Need more year-round support
Want more tax planning and decision support
Retired
Need more services
Self-prepared
Too expensive
Other
What are you looking to get out of our firm?
*
Tax preparation
Year end tax planning
Decision support
Advisory
Other
What is the top problem or issue you think you need help with?
*
I am committed to... (select all that apply)
*
Efficiency
Compliance
Profitability
Growth
Collaboration
None of the above
Submit
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