New Client Intake Form Name Email Cell Phone Office Phone Address City State Zip Code Business Name Business Address Business City Business State Business Zip Business Type Sole ProprietorPartnershipS-CorpC-CorpLLC Date Started Tax ID Year CalendarFiscal If Fiscal, Year End? Gross Annual Revenue Annual Net Profit Number of Employees Number of Contractors What are your business goals? #1 Biggest Issue/Problem you are facing #2 Biggest Issue/Problem you are facing #3 Biggest Issue/Problem you are facing What accounting and/or tax software do you use? Have you used a CPA before? If so, who? Why are you looking to change? What did your previous CPA(s) do that you liked? What did your previous CPA(s) do that you didn't liked? How did you hear about us? What services are you interested in? Business Tax Return Financial Statement Preparation Bookkeeping Payroll/Payroll Taxes Sales Tax Business Valuation Consulting Individual Tax Return When do you want us to start? What are your expectations from our firm? What is your preferred form of contact PhoneE-MailTextOther Want to subscribe to our newsletter YesNo Other comments, questions, concerns, or needs? Send
