Intake Form

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High Impact CPA - Intake Form

High Impact CPA - Intake Form

Thank you for your interest in working with High Impact CPA. Please complete our brief intake form. Your responses will help us better understand your situation, determine whether we’re a good initial fit, and ensure our discovery call is as focused and productive as possible.

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Phone Number
Area Code
Phone Number
4
Business Name(s)* This field is required.If you are an individual looking for tax services please type "individual."
5
Which of these best describes your situation?* This field is required.
Please Select
Please Select
I'm looking to gain more time and build a more profitable business.
I'm looking to maximize my tax savings.
I want BOTH!
6
How many entities will need accounting?* This field is required.The number of entities with separate EIN's who will have separate books and records?
7
Do the entities need to be consolidated for financial reporting purposes?
YESNO
8
Industry* This field is required.
Please Select
Please Select
Service-Based
Retail / E-Commerce
Construction / Trades
Manufacturing
Saas / Tech
Real Estate
Professional Services
Cannabis
Other
9
What accounting software are you currently using?* This field is required.
Please Select
Please Select
Quickbooks Online
Xero
Quickbooks Desktop
Sage
Wave
Freshbooks
Other
None
10
Are you willing to transition to Quickbooks Online or Xero?* This field is required.
YESNO
11
Expected Annual Revenue* This field is required.Your expected top-line revenues over the next 12 months.
12
Average Monthly Transaction Volume* This field is required.Average number of income and expense transactions in a typical month of operations.
13
Total Business Bank and Credit Card Accounts* This field is required.The total number of accounts connected to your accounting software.
14
Do you have physical inventory that needs to be tracked?* This field is required.Track physical inventory, counts, stockouts, etc.
YESNO
15
Do you want us to manage your Accounts Receivable process?* This field is required.Involves customer invoicing, issuing credit, sending statements, etc.
YESNO
16
Average Customer Invoices Issued per Month* This field is required.
17
Do you want us to manage your Accounts Payable process?* This field is required.Involves entering bills, gathering w9's, gathering payment authorizations, and submitting payments.
YESNO
18
Average Vendor Bills Paid per Month* This field is required.
19
Are you interested in proactive tax planning or tax preparation only?* This field is required.
Please Select
Please Select
Tax planning & preparation
Tax preparation only
Unsure
20
What is the tax structure of your business?* This field is required.
Please Select
Please Select
Sole Proprietorship
Partnership
S-Corporation
C-Corporation
Tax-Exempt
I'm an Individual (no business)
Unsure
21
How many partners/shareholders in the business?
22
How many additional business tax returns will need to be filed (if any)?* This field is required.
23
Would you like us to file your personal tax return?* This field is required.
YESNO
24
Do you engage in rental activities?* This field is required.Long-term real estate rentals, short-term rentals, etc.
YESNO
25
Do you have investment activities?* This field is required.For example, sales of stocks, bonds, crypto, etc.
YESNO
26
Do you have earned income or business activities in multiple states?* This field is required.
YESNO
27
Are all of your prior year tax filings up to date?* This field is required.
YESNO
28
Tell us briefly about any specific challenges you are hoping to overcome or goals you want to achieve while working with our firm? We want to understand what success looks like for you so we can tailor a solution that best fits your needs.* This field is required.
Huge
Large
Normal
Small
Ok
Ok
29
On a scale from 1 - 5 (5 being immediately), how soon are you looking to potentially begin working with our Firm?* This field is required.
30
How did you hear about us?* This field is required.
Please Select
Please Select
Referral
Google Search
Youtube
Facebook
Instragram
Linkedin
Other
Should be Empty:

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