New Client Information Form

    General Information

    Background Information

    Who Referred You to Cook CPA and How Do You Know Them?

    Who is Your Current or Prior CPA?

    Why are you considering changing CPA firms?

    What did you most like about your prior relationship with your CPA?

    What did you least like about your prior relationship with your CPA?

    What long-term objectives do you want to achieve in working with Cook CPA?

    What expertise do you feel is vital for us to meet your needs?

    What is your preference for communication with us?

    What is your preference for delivering source documents to us?

    Names of Your Other Advisors


    Financial Planner


    If External Bookkeeper, Please Provide Their Name:

    Payroll Service
    If External Payroll Service, Please Provide Their Name:

    Business Information

    State & Country of Operations

    Years in Business

    Your Industry

    Type of Tax Classification
    C CorporationS corporationLLCPartnershipSole Proprietorship

    Number of Employees

    Any Related Entities?

    Current Accounting Software Used

    Are Financial Statements Required By a Third Party?