• Client Fit Assessment

    Reed & Company · advisory-first CPAs in Lafayette, IN. A few questions so we can both tell whether working together makes sense. Your information is used only to prepare a tailored proposal — never shared or sold.
  • Format: (000) 000-0000.
  • Do you have an Identity Protection PIN (IP PIN) from the IRS?*
  • Do you file a joint tax return with a spouse?*

  • Your income & tax situation

  • How many W-2s do you (and your spouse) receive each year?
  • How many 1099s do you (and your spouse) receive each year? (Interest, dividends, brokerage, contract work, etc.)
  • What type of income do you (and your spouse, if applicable) have? Select all that apply.*
  • How many after-tax investment (brokerage) accounts do you have? (Not retirement accounts.)*
  • Do you invest in cryptocurrency?*
  • How many K-1s do you receive each year?*
  • Do you own a rental property?*
  • How many rental properties do you own?
  • Do you receive any oil or gas royalties?*
  • Do you own your own home?*
  • Do you have any foreign income earned outside the United States?*
  • Do you have any bank, investment, pension, or retirement accounts outside the United States?*
  • Did you live in any other state during the current or past tax year?*
  • Did you buy or sell any real estate in the current or past calendar year? Select all that apply.*
  • Are you and/or your spouse making retirement contributions? Select all that apply.*
  • Do you and/or your spouse have health insurance?*
  • Do you make quarterly estimated tax payments? (Separate from W-2 withholding; not payroll taxes.)*
  • Do you have any outstanding issues with the IRS? Select all that apply.*
  • Did you have a major life event during the prior or current calendar year? Select all that apply.*

  • Your business

  • Do you own a business?*
  • How is your company taxed?*
  • Do you have another business partner in the business?*
  • What was your company's profit last year (net income, after expenses)?*
  • How do you currently track business income and expenses?*
  • How many employees does your business have (not counting owners)?
  • How often do you run payroll?
  • How many independent contractors do you pay $600 or more a year (Form 1099)?
  • About how many business transactions (deposits and payments) do you have each month?
  • Does your business collect sales tax? If so, how often do you file?
  • Who prepares your business tax return (partnership or corporation return)?
  • Does or will your company offer any of these benefits? Select all that apply.*
  • Do you own a second company?*

  • Second business (if applicable)

  • How is your second company taxed?*
  • Have you filed the Beneficial Ownership Information (BOI) report for your second business?*
  • What was your second company's profit last year?*

  • About you & how we can help

  • Which of our services or planning areas are you interested in? Select all that apply — we'll tailor your consultation around these.

  • Which level of ongoing service are you considering? (You don't have to commit — this just helps us prepare.)*
  • On a scale of 1–5, how knowledgeable are you about your tax situation? (1 = not at all, 5 = very)*

  • Your most recent tax return

    For your security, do NOT attach documents here. After you submit, we'll send you a SafeSend secure-upload link so your return (with your SSN) is transmitted encrypted. You may also drop off documents at our Lafayette office.
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