Client Questionnaire

Let's Get Started

Your Email Address(Required)

What Is Your Name? (If married, please provide your spouse's name as well)(Required)

Best Phone # To Reach You?(Required)

How Did You Hear About Us?(Required)

If someone referred you, please name them so that we can extend our gratitude to them.

What Is The Most Recent Tax Year You Have Filed?(Required)

Please Rate Your Experience With Previous Accounting/Tax Professionals(Required)

Very Dissatisfied (1) — Very Satisfied (5)

Who Is Your Current CPA?(Required)

If none, enter N/A.

Do You Have Any Outstanding Issues With The IRS?(Required)

No.

Yes, I received a notice I can't resolve.

Yes, I am currently in an installment agreement.

Yes, I owe the IRS taxes and have not set up an installment agreement.

Yes, I have an unresolved audit.

Other

Your Business & Financial Vision

Where Does Your Current Record-Keeping Sit?(Required)

On a scale of 'Shoebox of Receipts' to 'Fully Automated Cloud Accounting,' where does your current record-keeping sit, and why?

What Are Your Financial Goals?(Required)

For yourself &/or your business(es).

I View Accounting And Advisory Fees As An Investment In My Growth Rather Than A Necessary Business Expense(Required)

Strongly Disagree (1) — Strongly Agree (5)

Do You Own Your Own Business?(Required)

Yes

The Advisory Fit

Scorekeeper Or Coach?(Required)

Do you currently feel like your CPA is a 'Scorekeeper' (telling you what happened) or a 'Coach' (telling you what to do next)? Which do you actually want?

How Do You Prefer To Manage Your Wealth And Tax Strategy?(Required)

Holistic Partnership — I want a “Single Family Office” experience where my CPA and in-house wealth management team work as one to maximize my net worth.

The Integrated Professional — I already have a wealth advisor I love, but I want my CPA to act as the “Financial Quarterback” and collaborate deeply with them.

The Independent Path — I prefer to manage my investments myself and only require high-level tax advisory and maintenance at this time.

How Would You View A $5,000 Fee Increase?(Required)

If we could implement a strategy that increases your annual net worth by $50,000 but requires a $5,000 increase in professional advisory fees, how would you view that $5,000?

Post-Tax Net Worth Focus(Required)

I am more concerned with my total 'post-tax net worth' than I am with the specific cost of the accounting fees required to get there.

True

False

I Prefer An Advisor Who Is Brutally Honest About My Financial Mistakes Over One Who Simply Agrees With My Current Approach(Required)

Strongly Disagree (1) — Strongly Agree (5)

I Am Looking For A CPA Who Tells Me What To Do To Save Money In The Future, Rather Than Just Telling Me What Happened In The Past(Required)

Strongly Disagree (1) — Strongly Agree (5)

Partnership Commitment & Logistics

Payment Model Preference(Required)

Are you comfortable with a fixed monthly installment payment model, or do you prefer to pay for services only when they are performed?

I love the idea of predictable monthly installments and zero tax-season surprises.

I prefer traditional hourly billing/pay-as-you-go and understand this may limit advisory availability.

I Am Comfortable Sharing 'Uncomfortable' Details About My Spending Habits Or Family Dynamics If It Helps My Advisor Create A Better Plan(Required)

Strongly Disagree (1) — Strongly Agree (5)

A Time You Didn't Follow Professional Advice(Required)

Can you describe a time you sought professional advice (legal, medical, or financial) but decided not to follow it? What led to your decision?

Most Important Quality In A Long-Term Professional Relationship(Required)

e.g. speed of response, lowest price, highest accuracy, or strategic depth

I Prefer To Let A Vetted Professional Take The Lead On Strategy Rather Than Micro-Managing The Details(Required)

Strongly Disagree (1) — Strongly Agree (5)

I Value Long-Term Financial Peace Of Mind More Than Beating The S&P 500 Every Single Quarter(Required)

Strongly Disagree (1) — Strongly Agree (5)

Anything Else We Should Know?(Required)

Let's Get Started

Your Business & Financial Vision

The Advisory Fit

Partnership Commitment & Logistics

Company

Services

Resources