Prospect Questionnaire - CD Bradshaw & Associates, P.C.

Thank you for your interest in our firm! Please complete the brief questionnaire below to help us get to know you.

Prospective Client Questionnaire

"*" indicates required fields

Your Name*

First Last

Position/Title*

Email*

Phone*

Primary Decision Maker Name

(If someone other than yourself)

First Last

Phone

Additional Decision Maker's Name(s) and Title(s), if applicable

Primary Company Name*

Company Address*

Street Address City State ZIP Code

Website

Entity Type*

Fiscal Year End?*

If other?*

Referred By*

What does your company do?*

Do you perform any work outside the state of Texas?*

Yes

If yes, what states?*

What accounting software do you use?*

(i.e. QuickBooks Desktop, QuickBooks Online, Sage, ComputerEase, etc.)

Additional Company Name(s) and Type(s), if applicable

Current CPA*

Why are you looking for a new CPA?*

What type of services are you look for?*

Personal Tax Preparation

Business Tax Preparation

Tax Planning

Business Advisory Services

Accounting Services

Financial Statement Compilation, Review, or Audit (for banker, bonding, etc.)

What is the top problem or issue you would like help with?*

On a scale of 1 to 10 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?*

Please enter a number from 1 to 10.

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