New Client Intake | My Website BeckleyCPA

Company's legal name *

DBA name

Company's annual revenue (if new, projected for first calendar year) *

Company phone number *

Company tax ID (EIN/SSN) *

Company email address *

Company website (If no website built yet, Enter N/A) *

How long in business? *

What type of business? (Industry/what does the company sell?) *

Main Decision maker (if different then main contact) *

Email address of main decision maker *

Additional decision maker *

Email address of add'l decision maker *

My current & future income is structured for tax efficiency *

What was your company revenue for the prior fiscal year? *

What is the projected revenue for the current year? *

Company role/job title *

Person responsible for taxes *

How knowledgeable are you about how your taxes are structured or how taxes work?*

Not knowledgeable

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Extremely knowledgeable

Does the company have employees? (W-2 wage earners) *
Yes No

If yes, how many?

Does the company use 1099 vendors/contractors? *
Yes No

If yes, how many?

What types of services are you interested in? (Select as many as you need to.) *
Business advisory
Company income tax prepration
Tax planning and advisory
Individual/personal tax preparation
QuickBooks accounting system setup
QuickBooks training or advisory
Monthly or quarterly accounting services
Accounting Diagnostic Assessment (evaluate current accounting system)
Other tax preparation (sales tax, payroll tax, 1099 or W-2, for example)
Others

What is your computer comfort level? *

Not comfortable

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Extremely comfortable

Please describe what brings you to Beckley & Associates/How can we help? *

Please list all owners of the company *

Type of entity *

Sole proprietorship Partnership C-Corp S-Corp LLC LLP Non-Profit Other

What accounting system does your company use? *
QuickBooks OnlineQuickBooks Desktop Excel spreadsheet and other

First name *

Last name *

Email address *

Email type *
Business Personal

Phone number *

Phone number type *
Home Work Cell

Preferred means of contact *
Email Phone Mail Text In person Zoom Video Conferencing

Birth month

Birth day