New Client Exploration Form
If you'd like to explore the possibility of joining Tax Planning Pros as a new client, please answer a few questions to determine if this the right fit and timing for you to engage in our services. Within 24 to 48 hours after submitting, you will receive an email with a link to schedule an Introductory phone call with Rebecca. We genuinely look forward to getting to know you and your business.
Customer Details:
Full Name
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First Name
Last Name
Phone Number
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E-mail
example@example.com
How did you hear about us? Please be specific, if referred by someone, who referred you?
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Are you up to date with all your income tax filings? (We require filings be brought up to date, including extensions, prior to onboarding you as a client).:
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We work exclusively with business owners. Do you own a business?:
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What is the name (or names) of your business? If organized as an LLC please include in the name. i.e. Tax Planning Pros LLC
Tell me more about your business, things like: What industry are you in? What services do you provide? How long have you been in business?
After all expenses, how much profit did your business earn last year? If not in existence last year type N/A
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After all expenses, how much profit has your business earned this year to date?
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Does your business file taxes as an S-Corporation?
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How many employees do you have?
Is your bookkeeping up to date and can you provide us with a Year to Date Profit and Loss and Balance Sheet when requested?
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Have you ever worked with a CPA or tax preparer in the past?
Tell me more about your experience with your previous CPA or tax preparer. What did you like? What did you NOT like?
What are you looking for now? In an ideal world, what would you like from your next CPA or tax preparer?
Are you currently having any immediate concerns or issues that are time sensitive? If so please describe.
Submit
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