Prospective Business Client Questionnaire
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Company Name*
First Name*
Last Name*
Email*
Street Address*
City*
State*
Zip Code*
Primary Phone Number*
Legal Entity Type*
C-Corporation
S-Corporation
LLC - Single Member (Schedule C Filing)
LLC - Multi-member (Partnership)
LLC - S-Corporation Taxation
LLC - C-Corporation Taxation
Partnership
Sole Proprietor (Schedule C Filing)
Non-Profit
Company Revenue*
$5 million or greater
$1,000,000 to $4,999,999
$500,000 to $999,999
less than $500,000
Industry*
Healthcare
Professional Services
Non-Profit
Brewery
Construction
Other
If Other, please provide details.
Have you worked with a CPA in the past?*
Yes
No
I'm not sure.
What is your reason for contacting a CPA?*
I have complex tax sitation(s).
I don't have time to handle my taxes.
I want to work with a trusted advisor to help me meet my goals.
Other
Which services are your interested in?*
Tax Planning
Tax Preparation
Monthly Bookkeeping
Financial Statement Audit, Review, or Compilation
Consulting
Wealth Management
Board Training
How did you hear about us?*
Referral
Website
Social Media
Other
If you were referred, please let us know who to thank!
Please verify your request*
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