McLead CPA - New Client Inquiry
Sign in to Google to save your progress. Learn more
Email *
Full Name *
Phone *
Best Contact Time *
Reason for Contacting *
State of Residence *
Are you married? *
If yes: is your Spouse employed?
Clear selection
Do you have children?
Clear selection
Did you work in multiple states in the tax preparation year? *
Are you or your spouse self-employed?
Clear selection
Do you have investment income (interest, dividends, capital gains)?
Clear selection
If yes: Number of investment accounts
Do you own Rental Properties?
Clear selection
If Yes: Number of rental properties
Clear selection
Do you have ownership in any partnerhips, S-corporations, or trusts producing Form K-1s?
Clear selection
If yes: Number of Form K-1s expected
Clear selection
Did you work outside the US in the tax preparation year?
Clear selection
If yes: who is working outside the US
Clear selection
Do you have Investment/Pension income from outside the US?
Clear selection
Do you have Foreign financial accounts? Examples would include foreign bank accounts, foreign investment accounts, foreign pensions, foreign life insurance policies
Clear selection
If yes: Number of foreign financial accounts
Clear selection
Submit
Clear form
Never submit passwords through Google Forms.
reCAPTCHA
This content is neither created nor endorsed by Google.