New Client Questionnaire – Boldt Carlisle + Smith CPAs LLC

Thank you for taking the time to answer the following questions. Your answers help us determine whether we can provide the high value services you need. As such, completion of the questionnaire is the first step to becoming a client. If after reviewing your information, we determine that another provider can better meet your needs, we are happy to refer you to them.

Please be sure to click the “Send” button at the very bottom of the page after you are finished answering the questions. Once we receive your answers, one of our partners will review your questionnaire and be in contact with you no later than 2 business days to go over next steps.

Name*

First Last

Are you a…*

Individual
Business
Trust or Estate

Business Name*

Job Title*

Phone*

Email address*

How did you find us?*

Referral
Google
Yelp

Who referred you to us, and how do you know them?*

To which of our CPAs were you referred?

Do you have a prior CPA?*

Yes
No

Who was your CPA prior to reaching out to us?

What did you most like about your relationship with your prior CPA firm?

What did you least like about your relationship with your prior CPA firm?

What was the size of the prior firm?

How would you describe the prior firm’s pricing or fees?

Reasonable
Just about right
Too high

As you begin a relationship with our firm, what are the most important outcomes?*

What expertise do you feel is vital for us to meet your needs?*

What is your preference for communication with us? (Select top two methods)*

Phone
Email
Written Correspondence
In Person/Meetings

What is your preference for delivering source documents to us?*

Deliver in person
Mail documents
Secure electronic portal

Do you require any Tax Planning work prior to year end or at other times of year?

Yes
No

If you would like to meet for Tax Planning, when do you prefer to meet?*

Do you require estate or trust tax planning?*

Yes
No

What is the nature of your work?*

Geographical area served?*

Years in business?

How many full-time employees?*

Business Entity Type?*

Sole Proprietorship
Partnership
LLC
Corporation

Year end?*

March 31
June 30
September 30
December 31

Annual Revenue?*

What accounting software do you use?*

How do you prefer to be invoiced?

Electronic invoice
Paper invoice
Credit/debit card