Client Relationship Questionnaire

Michelle A. Thomas, CPA

Your Favorite CPA

Client Relationship Questionnaire:

First Name *

REQUIRED

Last Name *

REQUIRED

Phone *

REQUIRED

Email *

REQUIRED

Address

Street Address

City

State

Country

Postal code

I agree to terms & conditions provided by the company. I Consent to Receive SMS and Email Notifications, Alerts & Occasional Marketing Communication from Your Favorite CPA. Message frequency varies. Message & data rates may apply. Text HELP to (817) 482-3344 for assistance. You can reply STOP to unsubscribe at any time.

What is your product/service? What Industry?

What is each businesses annual gross income?

How many workers does your current business(es) have, or will have in the future? (W2 and 1099)

What bookkeeping software do you currently use?

What payroll service do you use, if any?

Are you looking for consulting & advisory services?

Yes

How many bank accounts does your business(es) have?

How many credit cards does your business(es) have?

How many transactions are on each card monthly?

How many loans does your business(es) have?

Do you owe OR expect to owe the IRS $50K and need options to settle or pay?

Have you ever filed or paid your tax return late since 1990? *

REQUIRED

Have you ever been audited before?

How many years do you need to have filed?

What are your top 1-3 priorities (or pain points) for a successful outcome on this project? *

REQUIRED

Would you be interested in information regarding your retirement that would help with your tax planning for yourself or your family? *

REQUIRED

How did you hear about us ? *

REQUIRED

If you chose "referral" or "other" on the above, let us know who and how you heard about us.

Please note anything else you would like to tell us about your situation.

Right to Refuse Service Disclaimer

We reserve the right to refuse service to anyone at our sole discretion.

Polite and respectful communication is mandatory. We will not tolerate belittling, cussing, or any aggressive communication directed toward our employees.

We are committed to doing business with clients who demonstrate:

Polite and Respectful Communication
Responsiveness
Payment on Account as Agreed
A Cooperative and Determined Approach to Resolution

Once you hit submit, DO NOT CLOSE THIS PAGE until you get the successful submission message.