Client Intake Questionaire - ROY JETTON CPA PLLC

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Basic Information

First Name *

Last Name *

Email *

Phone *

Services You’re Interested In

Select all services you are interested in. *

Income Tax Preparation
Bookkeeping
Tax Forecast & Planning
Advisory Services

Information Bookkeeping you

Income Tax Preparation Details

Help us understand whether your tax needs are personal, business-related, or both.

Is this related to? *

Individual
Business
Both

Filing Status *

When was your last tax return filed? *

Why are you looking to change your CPA? *

Business Name *

Do you have formal accounting? *

Yes
No

What type of entity is the business for tax purposes? *

Why are you looking to change your CPA? *

Why are you looking to change your CPA?

Bookkeeping Details

Tell us about your current bookkeeping setup.

Business Name *

Do you currently have bookkeeping? *

Yes
No

Is it on an online platform?

Yes
No

What platform are you using?

QuickBooks Online
Xero
Wave
Other

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Tax Forecast & Planning

Advisory Services

Thank you for your interest. Tax forecasting, planning, and advisory services are highly personalized and require a direct conversation. Please call our office so we can discuss your situation in more detail.

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