We're excited to work with you!Please take a moment to fill out our new client questionnaire. New Client Intake"*" indicates required fieldsStep 1 of 714%Tell us how we can help!What is your name?* First Last What is your spouse's name? First Last Where do you live? Street Address City State ZIP What is your primary email?* What is your spouse's primary email? What is your phone number?*What type of service(s) are you looking for?* Personal Tax Prep Business Tax Prep Consulting/Financial Planning Bookkeeping/Accounting PayrollTell us about your business!Company Name*Tax ID:Primary business activityNumber of employeesNumber of contractorsEstimated Net IncomeChoose type: Sole Proprietor Partnership S-Corp C-Corp LLCWhat type of accounting/tax software are you currently using?Please provide a brief overview of your business goals and needs.Tell us more about you!Filing Status*Single / MarriedSingleMarriedMarried but filing separatelyHead of HouseholdQualifying Widow(er)I'm not sure.Spouse's NameDo you have dependents?Yes / NoYesNoDo you own / rent your home?Own/Rent/OtherOwnRentOtherAre you current with tax filings?*Yes / NoYesNoI'm not sure!Please select all forms of income (you or your spouse) for the most recent tax year.*Select all that apply. Wages or Salary (W-2 Income) Form 1099 Unemployment Pension/Retirement Income Rental Income Farm Income Dividend/Sale of Stocks Interest Income Self-Employment-Bus Income (Sch. C) Alimony Received Lottery or Gambling Income (W-2G) Public/State Aid Income Social Security Income Other form of income not listedIn the most recent tax year, did you?*Select all that apply. Sell a business. Buy or sell rental property. Buy or sell your home. Pay tuition expenses. Buy or sell stocks, bonds, or other investments. Make contributions to or withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(K), or other qualified retirement plan? Receive social security benefits. Part of your home is used for business. Made contributions to, or took money out of, an HSA. None of the above.Are any true of the most recent tax year?*Select all that apply. You own or have signatory authority on non US accounts. Made gifts of more than $16k to any one individual. Own interest in foreign entities or are the beneficiary of a foreign trust. None of the above.Have you received (as a reward, award, or payment for property or services) or exchanged, gifted, or otherwise disposed of a digital asset (or a financial interest in a digital asset), such as crypto currency?*Yes / NoYesNoDigital assets are any digital representations of value that are recorded on a cryptographically secured distributed ledger or any similar technology. For example, digital assets include non-fungible tokes (NFTs) and virtual currencies, such as cryptocurrencies and stablecoins. If a particular asset has the characteristics of a digital asset, it will be treated as a digital asset for federal income tax purposes.Number of crypto wallets and exchanges?Bookkeeping / AccountingService frequency Monthly Quarterly Yearly I'm not sure.Types of Services Accounts Receivable Accounts Payable Budget ReconciliationAccounting MethodCash / AccrualCashAccrualI'm not sure.PayrollCurrent Payroll ProviderPayroll FrequencyChoose OneWeeklyBi-WeeklyMonthlyI'm not sureTell us how we can help.Do you currently have a financial planner/consultant? Yes NoPlease share your needs for consulting or tax planning services.What are your preferred day(s) / time(s) you are available for a new client intake meeting?*What is your preferred method of meeting to discuss how we can help?* In-person Phone Zoom OtherPlease share how you heard about Edgar & Edgar, CPA's.*
