Prospective Client Draft

With ongoing tax legislative changes, growing tax law complexities, and market conditions, Moody & O’Neal CPAs acts judiciously to ensure new client relationships are a good fit for both the firm and potential new client. The following is required information to help us understand your needs and how we may best serve you.

Name:*

Phone:*

Email:*

Address:*

Street Address Address Line 2 City State ZIP Code

Please indicate which of the following services offerings of Moody & O’Neal CPAs you may require. Most successful client relationships benefit from multiple service offerings with complexities that exceed $5,000 in professional fees.*

Accounting/Bookkeeping

Income Tax Preparation

Compilation

Consulting

Tax Planning

Other

Other:

What is the name of your company/companies?*

What form of entity is your company? (select all that apply)*

S-Corp

C-Corp

Partnership

Sole Proprietorship

Other

Other:

Please upload a copy of your most recently filed tax returns (past two years preferred) using the following secure encrypted portal:

UPLOAD

How many years have you been in business?*

0-1

1-5

6-10

10+

Tell us about your business and the product/services you offer.*

When would you like to start services?*

Briefly describe your current business goals, and why you are considering switching to our firm (including but not limited to a main challenge we can assist with, why you selected our firm, how we can best assist you, etc.)*

Have you ever worked with a business advisor or advisory firm? If yes, what services did you receive, what was done well, what was done poorly?*

Do you currently have an internal accounting team? If so, how many members, what are their qualifications (CPA, bookkeeper, office manager, etc.)?*

Yes

If so, how many members, what are their qualifications (CPA, bookkeeper, office manager, etc.)?

What is your monthly budget for third party accounting and advisory services?*

Describe ALL the software that your business uses (POS, inventory, accounting, payroll, time tracking, etc.)*

Were you referred by someone?*

Yes

If yes, who?

Upon evaluation of your needs and uploaded documents, you will receive follow-up correspondence regarding determination of client acceptance and fee estimate.

Name

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Prospective Client