New Client Questionnaire - Carlette White, CPA

Welcome and thank you for your interest!

I have created a short questionnaire to help gather the necessary information to begin the new client process with my firm.

Once you have submitted a completed questionnaire, I will review it and be in touch, usually within 1 business day.

Thank you again for taking the time to complete this form.

I look forward to learning more about you, your goals, your aspirations and your business!

Legal Business Name *

DBA Name

Primary Contact Name *

Primary Contact Email *

Primary Contact Number *

Primary Mobile Number

Company Website / URL

Business Type

Other

Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Federal Tax Identification Number (FEIN)

Accounting Year End

Number of Employees

Number of Contractors

How many years have you been in business?

In Your Own Words What You Love Most About Your Business?

What Are Your Least Favorite Parts of Being a Business Owner?

Anything else you would like to add? Questions, Comments, etc?

In order to provide you the services requested, we need to store and process your personal data. If you consent to us storing your personal data for this purpose, please tick the checkbox below. *

I agree to allow Carlette White, CPA to store and process my personal data

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