Prospective Client Questionnaire

Prospective Client Questionnaire

A few questions will help us understand what you're looking for and make our initial conversation more productive.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
How did you hear about us?
How involved would you like to be in understanding your tax and financial situation?
What is your primary goal in working with us? (Select one)

Other
Are you currently working with a CPA?
What is prompting you to consider making a change in CPA's?

Other
What type of services are you looking for?
What is your entity type for your business, and how many owners
What services are of interest to you? (Select all that apply)

Other
Do you have any urgent issues or high priority items that we need to be aware of?
Approximately what is your business's annual revenue?
Approximately how many employees do you have?
What accounting system do you currently use?

Other
How confident are you that your accounting records are current and accurate?
Tell us about the biggest financial, tax or business question that's on your mind. It doesn't have to be an accounting question.
If we all agree we are a good fit, do you have your past 2 years tax returns you can provide to us at our initial meeting?
These questions will help us be prepared for our initial meeting which should take anywhere from 30 to 60 minutes.

Our initial conversation is designed to understand your needs, answer your questions, and determine whether HCG is the right fit. If we believe we can help, we'll explain the recommended next steps and what an engagement with HCG would look like.

There is no fee for our initial meeting.
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