Prospect Questionnaire Date MM DD YYYY Name * First Name Last Name Phone * (###) ### #### Business Name * Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Email * Primary Decision Maker(s) Additional Decision Maker(s) Email Addresses Type Of Business * Entity Type * Sole proprietorship Partnership Limited liability company (LLC) Corporation None Current CPA * Referred By * Relation to an Existing Client * Discovery Questions What does your company or business do (N/A – if not applicable) * Why are you looking for a new CPA? * What is the main problem or issue you think you need help with? * Do you have any interest in tax projections or tax planning? * On a scale of 1 to 5 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work? * 1 2 3 4 5 Please remember to bring the following to your meeting. Copy of Last 2 Years Tax Returns – Business and Personal, YTD P&L and Balance Sheet, YTD Tax Payment and/or Paystubs, Copy of QuickBooks File, Corporation Record Books, Personal Financial Statement, Business Cash Flow Projection or Budget (If Any), IRS/State Tax Notices (If Any) **NOTE: All decision makers should be present for your consultation. Thank you! A member of our team will be in touch shortly.
