Prospective New Clients Questionnaire

1. Full Name

2. Address

3. Phone Number

4. Email Address

5. How did you hear about us?

6. If you were referred by a current client, who can we thank for the referral?

7. What brings you to our CPA firm for tax preparation this year?

8. Who prepared your tax return(s) last year, and how long have you worked with your previous preparer(s)?

9. What type of return(s) do you need your new CPA to complete?

10. What was the fee for your last personal or business tax return, and do you have any additional business entities that require filing?