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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.
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First Name
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Your answer
Last Name
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Your answer
Business Name
Your answer
Email Address
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Your answer
Phone Number
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Your answer
What is the biggest challenge that you are facing with your taxes and business finances today or keeps you up at night?
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Your answer
How long has this been a challenge?
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Your answer
What motivates you to continue the work you do, i.e. what do you love most about your business?
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Your answer
What frustrates you the most about your current payroll, bookkeeping, and/or tax preparation process?
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Your answer
How would having all of your business financial needs taken care of help you reach your personal and financial goals?
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Your answer
What areas of your business are you not willing to change?
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Your answer
What scares you the most about taxes?
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Your answer
Where do you want to see your business in the next 6-12 months?
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Your answer
What is the most important quality you seek in a tax professional?
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Your answer
How did you find out about our firm?
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Your answer
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