New Client Survey Step 1 of 8 12% Are you an individual or a business?*IndividualBusiness What type of business do you have (S-corporation, C-corporation, Partnership)?What industry best describes your business?Not-for-profitFor-profit/ Privately-held businessRetirementMedicalGovernmental Do you have a current accounting firm?*YesNo What don’t you like about dealing with your current accountant?Have you informed your previous accountant that you are meeting with us?What did you pay last year to your accountant and what was it for? Which of the following best describes the type of services you need (list all that apply)?Audit and assurance (includes reviews, compilations, agreed-upon procedures)TaxAccountingBusiness valuationBusiness advisory servicesLitigation servicesDo any of the following situations apply?Starting/ selling a businessBusiness success/ estate planningInvestment tax concernsSaving for college expensesIRS/ FTB audit disputes If price weren’t an issue, what role would you want MUNCPAs to play in your business?How would you define a successful relationship with MUNCPAs?What evidence will you need to see in six months to determine whether you have made the right decision to hire us?If applicable, what is your annual advisor budget?If applicable, what keeps you awake at night about your business? What is your expected turnaround time for preparation of reports received in this office?Which location do you prefer?SacramentoRosevilleGlendaleTahoeIs there anything else that you’d like to mention that may not have been addressed above? Name*FirstLastCompanyPhone*Email*AddressStreet AddressAddress Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificStateZIP Code
