Lead Intake Questionnaire
This short form helps us determine your needs and how we can be of assistance. Please complete this form as best you can. If you’re unsure about a question, select the one that you think best applies.
Contact & Business Snapshot
Name
*
Legal first name
Middle Name
Legal last Name
Email
*
example@example.com
Primary Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Secondary Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Service(s) Requested - check all that apply
*
Recurring annual tax filings for myself and/or my business
Estate or Trust filings
One-time tax question / help only
Business / Client Type
*
Individual (T1) Tax Return
Self-employed / Sole proprietor
Deceased Taxpayer Return
Trust
Operating Corporation
Holding company / Investment company
Non-profit organization
Partnership (no T5013 filing required)
Corporate Partnership (T5013 filing)
New Business setup services
Fractional CFO services
Bookkeeping/Payroll
Other
Tax year(s) to file
*
Please include period end if other than calendar year
Fiscal year-end date
Name of Estate or Trust
*
Do you have a spouse that will require personal tax filings?
Yes
No, they currently file elsewhere
Not applicable
Spouse legal name
*
First Name
Middle Name
Last Name
Spouse email
*
example@example.com
Spouse Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Tax year(s) to file for spouse
*
Role
*
Owner
Director
Manager
Bookkeeper
Other
Industry
*
Professional services (Lawyer, Engineer, Geologist etc.)
Medical services (MD, DMD, NP, RM, RMT, DC, PT, RCC, Vet, etc.)
Trades / Construction
Retail / E-commerce
Real estate Development
Realtor
Hospitality / Restaurants
Tech / SaaS
Other
Location of Business Operations
*
British Columbia
Alberta
Across Canada
North America
Global
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Size & Complexity
Approximate annual revenue (most recent year)
*
Please Select
Start-up
Under $250k
$250k – $1M
$1M – $3M
$3M – $5M
Over $5M
Team size (employees + contractors)
*
Please Select
Just me
1–4
5–10
11–25
26+
How many corporations / entities do you need help with?
*
Please Select
1
2
3+
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Current Systems & Support
How are your books currently kept?
*
Nothing yet, I am new and seeking an opinion
QuickBooks Online
QuickBooks Desktop
Xero
Sage Online
Sage Desktop
Excel / Spreadsheet
Paper only / mostly manual – I like to keep it old school!
Shoebox – Things are a mess!
Other
Who is doing your bookkeeping now?
*
I do it myself
Internal employee
External bookkeeper
My current CPA accountant does my books and my year-end
No one
Do you currently work with an accountant?
*
No, I have been doing things myself
Not yet, I just started my business
Yes – I am looking to switch
If you are looking to switch accountants, select any of the following that apply
My accountant is retiring
My accountant merged with a bigger company
My accountant made errors on my return
My accounting needs are too complicated for my current accountant / I don't have confidence in their ability
My accountant is not responsive enough
My accountant charges too much
My file keeps getting assigned to a new accountant at the firm every year and I want consistency
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Compliance Status & Balance Status
Filing status with CRA
*
Please Select
I am up-to-date, and am proactively seeking a new accountant
I am not late, but I have filings due ASAP
I am one year behind
I am several years behind
Which tax year(s) specifically do you need to file?
*
CRA situation
*
Please Select
My taxes and instalments are paid up-to-date
I am a bit behind on balances owing to CRA, but I have not been contacted by collections
I am way behind and CRA is threatening to take legal action, please help!
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Reason for Inquiry
Reason for Inquiry (select all that apply)
*
My situation is now too complicated to do it myself
My situation is now too complicated for my current accountant/bookkeeper
I have an Estate or Trust return to file
I am behind and have been ignoring my taxes for too long
I am unhappy with my current accountant
I have a one-time situation I need help with only
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Client Needs/Preferences
Ideal relationship with your accountant
*
Please Select
Just compliance – get filings done accurately and on time, that's it
Compliance - plus some guidance throughout the year
Very proactive – regular advice, planning, and check-ins
Client value preferences
*
Please Select
I am most interested in your lowest cost service option to minimize fees at this time
I am interested in best value option
I am interested in your premium value option to save me time and accelerate my business growth
Our office uses primarily digital signature services like DocuSign; are you comfortable using a digital signature service for signing documents?
*
Yes, I have used digital signature services before
I am willing to try it
No, I prefer to sign everything in person
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Final Check
How did you hear about Pacific CPA?
Please Select
Referral
Online
If referral, by whom?
*
If you were referred to someone specific at our firm, please enter their name below
Anything else we should know?
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Thank you for submitting your inquiry.
We are unable to assist you as it falls outside of the scope of our current service offering, or we do not have capacity to take on your engagement at this time.
Thank you for your understanding; we wish you well in obtaining an accounting and tax service provider to assist you.
Pacific CPA LLP
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