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? —Please choose an option—CPA RelationshipTimelinessPricingQuality WorkUse of TechnologyOffice EnvironmentLocation What did you least like about your prior relationship with your CPA? —Please choose an option—CPA RelationshipTimelinessPricingQuality WorkUse of TechnologyOffice EnvironmentLocation 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? —Please choose an option—PhoneE-MailWritten CommunicationVideo CallIn-Person Meetings What is your preference for delivering source documents to us? —Please choose an option—Deliver In PersonMail DocumentsSecure Electronic Portal Names of Your Other Advisors Attorney Financial Planner Banker Bookkeeper internalexternal If External Bookkeeper, Please Provide Their Name: Payroll Service internalexternal 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? YesNo Current Accounting Software Used Are Financial Statements Required By a Third Party? YesNo Δ
