Client Questionnaire

Thank you for taking the time to fill out this questionnaire, it will help me to meet all of your financial needs and expectations.

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Name

Phone

What are your present needs? Income Tax Planning or Preparation, Business Tax Planning or Preparation, Financial Management, Business Accounting, Elder Care, Angel Investing, or Other

If price wasn't an issue what role would you like me to play in your business or personal finances?

What growth plans or retirement plans do you have?

If you have a current CPA, why are you making a change?

How do you define a successful relationship with a CPA?

How important is rapid response on accounting and tax questions? What do you consider rapid response?

Trish Anderson CPA, LLC

Client Questionnaire

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