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Client Inquiry
Linkenheimer LLP
2024-09-19T17:23:16+00:00
Client Questionnaire
Client Questionnaire
We’re excited about the potential opportunity to work with you. To ensure that our initial consultation is as productive as possible, we’ve created this form to gather some important information upfront. This helps us understand your needs better and allows us to assess whether our services are the right fit for you—and whether we are the right fit for your needs. Thank you for taking the time to complete this form. We look forward to our potential partnership!
Name
First Name
Last Name
Company Name
Business Type
Industry
Email
example@example.com
Phone Number
Please enter a valid phone number.
Type of Return
Please Select
Individual
Business
Both
Entity Type
Please Select
1120 - Corporation Income Tax Return
1120S - Return for an S Corporation
1065 - Return of Partnership Income
1041 - Return for Estates and Trusts
990 - Return of Organization Exempt from Income Tax
568 SMLLC - Limited Liability Company Return of Income (California)
5227 CRT - Split-Interest Trust Information Return
If you have additional businesses, please add information in Additional Notes at the bottom.
Which of our services are you interested in?
Tax Planning and Preparation
Estate Planning
Business Consulting
Financial Statement Preparation
Management Consulting
Other
How did you hear about us?
Referral
Website
Networking Group
Social Media
Print Ad
Other
Preferred method of contact?
Phone
Email
Video Call
Other
Sources of Income:
W-2 Wages
Self-Employment Income
Rental Income
Investment Income (Interest/Dividends)
Retirement Income (Pensions, Annuities)
Social Security Benefits
Other (Specify)
Annual Revenue
Please Select
Less than $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
More than $5,000,000
Any additional income details?
Example: Changes to income, potential sales, retirement, etc.
Existing accounting firm or accountant?
Are you in need of business advisory services?
Please Select
Yes
No
Maybe
Are you up to date on previous tax years?
Please Select
Yes
No
Were you referred to a CPA at Linkenheimer?
First Name
Last Name
Who referred you to Linkenheimer?
First Name
Last Name
Additional notes:
DISCLAIMER: Please note that our fees vary based on the complexity and scope of the services required. Our minimum fee for individual services typically starts at $3,000, and for entity services, it starts at $5,000. However, these amounts may increase depending on the specific work involved. We will provide a detailed estimate after an initial consultation to ensure that our services align with your needs and expectations.
Please verify that you are human
*
Submit
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