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New Clients

New Client Onboarding Questionnaire

Please fill out the questionnaire below to speed up your onboarding process

Name *
Address *
City/Town *
State/Province *
Zip/Postal Code *
Country *
Email Address *
Phone Number *
What is your occupation?
Do you have a valid ITIN or Social Security Number? No
Do you require business or personal CPA Services? Both Business and Personal Accounting and/or Tax Services
Business Accounting and/or Partnership/Corporation Tax Services Only
Personal Tax Services Only
What CPA Services are you interested in? Additional State Tax Returns - Starting @ $85 per State
Amended Tax Returns - Starting @ $250
Bookkeeping - Starting @ $250/mo
Business Consultation - Billed Hourly - Starting @ $150/hr
Business Tax Return Preparation - Starting @ $1500
Estate/Gift Taxes - Starting @ $650
Financial Planning - Billed Hourly - Starting @ $250/hr
IRS Letters and Tax Problems Resolution - Billed Hourly - Starting @ $200/hr
Non-profit Tax Return Preparation - Starting @ $1500
Payroll - Starting @ $225/mo
Personal Tax Return Preparation - Starting @ $525
Tax Planning - Billed Hourly - Starting @ $200/hr
Virtual CFO/Controllership Services - Billed Hourly - Starting @ $250/hr
Types of Personal Income Business Owner - S-Corp or Partnership
Crypto-currency Transactions
Employee - Form W2
Foreign Assets/Financial Accountants
Independent Contractor - 1099
Investment Gains/Losses
Real Estate Rental Income
Shareholder - C-Corporation
Single Member LLC or Sole Proprietor
What is the tax/fiscal/calendar year for which you need CPA services?
What is your preferred method of communication? Note: We generally do not require in-person meetings to provide CPA services digitally.
Were you legally married on the last day of the tax year? No
What was your tax-filing status on the last day of the tax year? Divorced
Head of Household
Married - Filing Jointly
Married - Filing Separately
In which US States did you have taxable earned INDIVIDUAL income in the most recent tax year?
How did you hear about Kelly & Small?
Please use this field to share any other relevant information for the consultation.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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