HOKINSON CPA PC
TAX - ACCOUNTING - CONSULTING
INDIVIDUAL NEW CLIENT QUESTIONNAIRE
Thank you for considering Hokinson CPA for your professional accounting and advisory needs. We value the opportunity to learn more about your goals and determine how our firm can best support you. Please complete our New Client Questionnaire so our team can accurately assess your needs and ensure a seamless onboarding experience.
Today's Date :
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Your Information:
Legal Name:
*
Preferred Name:
*
Occupation/Title:
*
Date of Birth:
*
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Mailing Address:
*
Do you have Spousal Information to fill out?
*
Yes
No
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Spouse Information:
Legal Name:
Preferred Name:
Occupation/Title:
Date of Birth:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
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Next
Do you have Dependent Information to fill out?
*
Yes
No
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Next
Dependent Information:
Legal Name:
Date of Birth:
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Legal Name:
Date of Birth:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Legal Name:
Date of Birth:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Legal Name:
Date of Birth:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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Next
Have there been any developments in your tax situation since last year? (Started a business, purchase/sale of a home, started a new job, etc.)
Do you have Ownership or are a Beneficiary in any of the following:
Sole Proprietorship
Partnership
Corporation
Trust
Estate
Date Established: (If Applicable):
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Please List Names of the above:
Please list any additional information you would like us to know about your Business, Trust, or Estate, if applicable:
How did you hear about us?
Do you currently have someone that prepares your taxes for you?
Yes
No
If Yes: Why are you looking to move?
Submit
Should be Empty: