JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
Client Pre Screening Questionnaire
Please get this information back to me within 24 hours to help us learn more about you ahead of our meeting.
Sign in to Google
to save your progress.
Learn more
* Indicates required question
First Name
*
Your answer
Last Name
*
Your answer
Business Name
Your answer
Email Address
*
Your answer
Phone Number
*
Your answer
What is the biggest challenge that you are facing with your taxes and business finances today or keeps you up at night?
*
Your answer
How long has this been a challenge?
*
Your answer
What motivates you to continue the work you do, i.e. what do you love most about your business?
*
Your answer
What frustrates you the most about your current payroll, bookkeeping, and/or tax preparation process?
*
Your answer
How would having all of your business financial needs taken care of help you reach your personal and financial goals?
*
Your answer
What areas of your business are you not willing to change?
*
Your answer
What scares you the most about taxes?
*
Your answer
Where do you want to see your business in the next 6-12 months?
*
Your answer
What is the most important quality you seek in a tax professional?
*
Your answer
How did you find out about our firm?
*
Your answer
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. -
Terms of Service
-
Privacy Policy
Does this form look suspicious?
Report
Forms
