New Client Questionnaire

Date *

First Name *

Last Name *

Email *

Phone *

How Did You Hear About Us? *

Have you or are you currently working with a CPA? *

If Yes ... *

If No ... *

BUSINESS INFORMATION

How Is Your Business Organized for Tax?

Schedule C (Sole prop/ Single member LLC)

S-corp

C-Corp

Partnership (Multimember LLC)

Please Describe Your Accounting Process

Personal Information

Marital Status *

Yes

No

Engaged

Number of Dependents

Taxpayer W-2 Occupation

Rental Income?

Yes

No

Any Other Sources of Income?

Yes

No

Ages of Dependents

Spouse W-2 Occupation

Rental Income Details

Additional Income Details

Do You Typically Owe Money When Filing Taxes? *

Maybe, but usually a small amount

Yes, I always have a balance due

No, I usually overpay

What Is Your Tax Payment Style? *

I don’t pay my quarterlies, just pay all upon filing

I pay my quarterly estimates

N/A

Regarding Sending and Receiving Tax Files: *

I like to take/pickup paper files from the CPA office

I like to send/receive files electronically, but I struggle with accessing the portal systems

I only like to send/receive digital files

What Is Your Tax Planning Style? *

No Planning, I figure the tax when taxes are prepared

Light planning, I get a general idea of what I’ll owe

Full planning, I want to know tax due, strategize for reducing

With Regards to Assembling Documents for my CPA: *

I like to use checklists to make sure I have everything prior to sending

I just send in my tax documents to my accountant and they let me know if I am missing anything

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New Client Questionnaire

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