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Prospective Client Questionnaire
This form is for all prospective clients to fill out to provide The Swanson Group team with information to find a tax professional best suited for you and your financial needs. Please fill out your information below!
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Today's date
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DD
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Preferred method of contact and time available
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Your answer
Prospective Client name
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Your answer
Prospective client date of birth
MM
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DD
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YYYY
Email address
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Your answer
Home address
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Your answer
City
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Your answer
Zip code
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Your answer
Primary phone number
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Your answer
Alternate phone number (please give short description of what the number is ex: work, cell, etc.)
Your answer
Spouse name (if applicable)
Your answer
Spouse date of birth (if applicable)
MM
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DD
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YYYY
Spouse email (if applicable)
Your answer
Income sources (W2, K-1, 1099, etc.)
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Your answer
Types of tax returns needed to be filed (Personal, business, trust, etc.)
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Your answer
Reason for seeking a CPA?
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Your answer
Are you current with your tax filings?
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Your answer
Is there any additional information you think would be useful for us to know?
Your answer
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