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Nelson & Company, P.C. New Client Questionnaire
Thank you for taking the time to compete this intake form for Nelson & Company. Please fill out each section as completely and accurately as possible.
We will reach out to you directly via your preferred contact method after review. Thank you for your patience with us through tax season!
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Email
*
Your email
Tax return preparation fee minimums
begin
at $450 for a personal return and $650 for a business return.
*
Acknowledged
Required
Full Name(s) and/or Entity Name(s)
*
Your answer
Preferred Contact Method
*
Phone Call
Email
Text
Required
Preferred Contact Phone Number
*
Your answer
Who referred you to Nelson & Company?
*
Your answer
Why are you looking to work with Nelson & Company specifically and not another firm?
*
Your answer
What services are you looking for? (Please check all that apply.)
*
Personal Tax Preparation
Business Tax Preparation
Other:
Required
What are your time expectations for turnaround on communications? In other words, how quickly do you expect any messages (voicemails, emails, texts, etc...) left to be returned?
*
Your answer
How many CPAs have you worked with in the last 3 years?
*
None
1
2
3
4+
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