New Client Inquiry Form
Thank you for reaching out to Arrow Advisors. Please take a moment to complete our intake form so we can connect you with the right team member.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Have you worked with a CPA/Accountant before?
*
Please Select
Yes
No
What type of service are you looking for?
*
Please Select
Individual
Business
Both Individual & Business
Business startup or entity formation
Are you able to provide copies of your last three years of tax returns?
*
Yes
No (please enter reason)
Secure file upload
*
Browse Files
Drag and drop files here
Choose a file
Please upload the last three years of tax returns
Cancel
of
When would you like to get started?
*
As soon as possible
Within the next 1-3 months
Just exploring options
How did you hear about us? (select all that apply)
*
Google/Online search
Social media
Returning client
Referral (please specify who)
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Individual Client Questions
Help us understand your personal tax situation and income sources so we can provide advice that is tailored to your needs.
What specific service are you looking for? (check all that apply)
*
Individual tax preparation (Federal and State)
Tax planning and advisory
Extension filing
IRS/state notice or audit assistance
Other (please describe)
What is your current filing status?
*
Please Select
Single
Married Filing Jointly
Head of Household
Qualifying Widow(er)
Unsure
Do you have any dependents?
*
No
Yes (please list the number of dependents)
Are you seeking preparation assistance for prior-year returns?
*
No
Yes (which years?)
Are you requesting preparation for any business entities (LLC, S-Corp, etc.) you own?
*
No
Yes (please specify)
What are your main income sources? (select all that apply)
*
W-2 Employment (salary, wages, tips, etc)
Investment income (dividends, interest, capital gains)
Crypto/digital asset transactions
Retirement income (pensions, IRA/401k distributions, Social Security benefits)
Self-employment/1099 income
Rental/royalty income
Farm income
K-1 income (partnerships, s-corps, trusts)
Alimony or child support
Other (please specify)
What is the most important thing you hope to accomplish with our services?
*
e.g., minimize tax liability, ensure compliance, get advice on a specific investment
Additional details or specific questions (optional)
A few sentences help us connect you to the right team member. The more detail you share, the better we can assist you
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Business Client Questions
Provide details about your business, its structure, and financial needs so we can make sure our services fit you best
What specific service are you looking for? (check all that apply)
*
Business tax return preparation (Federal and State)
Tax planning or advisory services
Sales tax
Payroll setup and processing
Monthly or quarterly accounting/bookkeeping
IRS/state notice or audit assistance
Other (please describe)
What is the business name?
*
What is the business type/entity?
*
Sole Proprietorship
LLC
S-Corporation
C-Corporation
Partnership
Other (please specify)
What is the nature of the business, industry, and its main products/services?
*
How many bank accounts, credit cards, or loans does your business have?
*
Please Select
1-5
5-10
10+
On average, how many financial transactions per month?
*
Please Select
10-50
50-100
100+
What bookkeeping software are you using (if any)
*
QuickBooks Online
QuickBooks Desktop
Xero
Excel or manual
None yet
Other (please describe)
Do you use any additional software systems? Any integrations with you accounting system?
*
e.g., CRM, inventory management, point of sale
If applicable, how often do you run payroll, and how many employees are on the payroll?
*
e.g., CRM, inventory management, point of sale
Additional details or specific questions (optional)
A few sentences help us connect you to the right team member. The more detail you share, the better we can assist you
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Business Formation Intake Questions
Provide details about your proposed business, its structure, and financial needs so we can make sure our services fit you best
What is the proposed name for your new business entity?
*
We will check name availability in the appropriate jurisdiction
What is the nature of the business, industry, and its main products/services?
*
Do you have a specific legal entity type in mind?
*
Sole Proprietorship
LLC
S-Corporation
C-Corporation
Partnership
Other (please specify)
How many owners/partners will the business have?
*
One (single-member)
Two or more (multi-member)
Will all owners be U.S. residents/citizens?
*
Please Select
Yes
No
In which state will the business be primarily registered/formed?
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
When do you ideally need the entity to be legally formed and ready to operate?
*
As soon as possible
Within the next 1-3 months
Just exploring options
Are you interested in having us handle any of the any services after formation?
*
Monthly or quarterly accounting/bookkeeping
Payroll setup and processing
Business tax return preparation (Federal and State)
Individual tax return preparation (Federal and State)
Additional details or specific questions (optional)
A few sentences help us connect you to the right team member. The more detail you share, the better we can assist you
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