Tax Return Qualifying Questions

Michelle A. Thomas, CPA

Your Favorite CPA

Qualifying Questions for Potential New Clients:

First Name *

REQUIRED

Last Name *

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Phone *

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Email *

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Address

Street Address

City

State

Country

Postal code

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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

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?

To make sure we're on the same page, could you walk me through your ideal timeline for this project, from start to finish? *

REQUIRED

In any project, there can be unexpected delays. If something were to take longer than we initially expected, what would be the best way for us to communicate that to you? *

REQUIRED

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 tax return 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

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