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*

What is the nature of your business?*

Job Title*

Are you the primary decision maker?*

Yes
No

Phone*

Email address*

How did you find us?*

Referral
Google
Yelp

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

Were you referred to a specific member of the Boldt Carlisle + Smith team?

On what date was the Trust created?

Is this the initial filing of the Trust return?

For Estates, what was the date of death on the decedent?

For Estates, are there assets subject to probate?

What is the estimated value of the assets in the Trust/Estate?

What is the anticipated due date for the Estate/Trust filing?

What is the name of the attorney assisting with the Estate/Trust?

Who performs the Trust accounting?

Is your accountant current and up-to-date with modern methods and technology?*

What does your current accountant do well?*

Where does your current accountant fall short?*

How will you measure the success of our relationship?*

Do you have a timeline or other constraint as to this project?*

What short- and long-term goals do you have for your business?*

If price was not a barrier, what services would you request? (Ex. Tax Preparation, Estate/Trust Planning, etc...)*

If price was not a barrier, what services would you request? (Ex. Tax Preparation, Tax Planning, Strategic Planning, Budgeting & Forecasting, etc.…)*

If price was not a barrier, what services would you request? (Ex. Tax Preparation, Tax Planning, Benchmarking, Business Valuations, Strategic Planning, Budgeting & Forecasting, Internal Control Analysis, etc.…)*

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

Phone
Email
Written Correspondence
In Person/Meetings

How quickly do you expect a response from your inquiry via phone?*

How quickly do you expect a response from your inquiry via Email?*

How quickly do you expect a response from your inquiry via Written Correspondence?*

How quickly do you expect an in person meeting once it has been requested?*

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

Geographical area served?*

Years in business?

How many full-time employees?*

Business Entity Type?*

Sole Proprietorship
Partnership
LLC
Corporation

When is your year end?*

What was the business prior year revenue?*

What accounting software do you use?*

How do you prefer to be invoiced?

Electronic invoice
Paper invoice
Credit/debit card