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L & L Accounting Services
New Client Questionnaire
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* Indicates required question
Services Requested (check all that apply)
*
Business Formation (EIN, ER Number, etc.)
Payroll
Trust/Estate Tax Preparation
Tax Planning
Financial Planning
Investment Management
Accounting/Bookkeeping
Business Tax Preparation
Personal Tax Preparation
Estate Planning
Retirement Planning
Required
Business Structure
Client Company Information
Business EIN
Your answer
Business Name
*
Your answer
Business Mailing Address
*
Your answer
Business Physical Address (if different from mailing address)
Your answer
Contact Person/Position
*
Your answer
Business Phone
*
Your answer
Business Fax
Your answer
Business Email
Your answer
Business Website
Your answer
Business Entity
*
Choose
Sole Proprietorship
Partnership
S Corp
C Corp
LLC
LLP
Non-Profit
Single-Member LLC
What is your industry? Describe the nature of your business?
*
Your answer
Date acquired or Started
MM
/
DD
/
YYYY
Prior Returns were:
Self-Prepared
Professionally prepared
If professionally prepared, please include the name and number of previous CPA Firm
Your answer
Last return year filed
MM
/
DD
/
YYYY
Do you have any outstanding tax debts from prior years?
*
Yes
No
Have you been audited by the IRS?
*
Yes
No
Do you have business loans?
*
Yes
No
Do you have, or expect to have, any employees who will receive form W-2 in the next 12 months?
*
Yes
No
If yes, when will the first wages or annuities be paid?
MM
/
DD
/
YYYY
Number of employees
Your answer
Do you expect to pay less than $4000 in total wages during the next calendar year (Jan-Dec)?
Yes
No
Clear selection
Has New York registration for sales tax, use tax, and withholding tax been done?
*
Yes
No
Has New York unemployment registration been done?
*
Yes
No
Number of Business Accounts
Credit Cards __________ Bank Accounts __________ Other __________
Owner(s) Information
Name / % of Ownership
Name
*
Your answer
Title
*
Your answer
SSN
*
Your answer
Date of Birth
*
MM
/
DD
/
YYYY
Address
Your answer
Phone
Your answer
Email
*
Your answer
% of Ownership
*
Your answer
Name
Your answer
Title
Your answer
SSN
Your answer
Date of Birth
MM
/
DD
/
YYYY
Address
Your answer
Phone
Your answer
Email
Your answer
% of Ownership
Your answer
How did you hear about us? (Check all that apply)
*
Google Search
Friend/Family
Facebook
Yelp
Instagram
Alignable
Other
Required
What is your preferred method of communication?
*
Phone
Email
Face-to-face
Text
Required
Tell us something unique about your business, your niche, or about yourself
Your answer
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