Prospective New Clients Questionnaire

1. Name

2. Business Name

3. Location

4. Phone

5. Email

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

7. How did you hear about us?
WebsiteSocial MediaOther

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

9. What brings you to our CPA firm to prepare your taxes this year?

10. Who prepared your return(s) last year and how long have you been with your former preparers?

11. What type of return(s) do you need your next preparer/CPA to complete?
IndividualBusinessOther

12. What was the cost of your last personal and/or business tax filing?

13. Do you have any additional business entities that you need to file for?
YesNo