Client Intake Questionnaire
Name
Full Name
Business Name
Entity Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What do you need?
Tax Prep
Bookkeeping
Tax Planning
Payroll
Sales Tax
Client Billing
Tax Strategy
Expense Management
Business Set Up Assistance
Financial Statements
Nonprofit
Other
Your business type is
Individual
Sole proprietorship
Partnership
Limited liability company (LLC)
Corporation - C corp
Corporation - S corp
Corporation - B corp
Corporation - nonprofit
Other
How urgent is your request?
Not urgent
1
2
3
4
Extremely uregent
5
1 is Not urgent, 5 is Extremely uregent
Have you worked with a CPA or bookkeeper before?
Yes
No
Please sort the list in order of importance for your company to complete this project.
Which accounting programs do you currently use, have used, or would consider using?
QuickBooks Online
Xero
FreshBooks
QuickBooks Self-Employed
Wave
Excel
Other
What is your budget for this project?
Do you want to add something?
Any helpful documents? (Prior year tax return, P&L, etc.)
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