Client Fit Test

Please answer the following questions so we can tailor our services to your needs and goals.

Let’s start with some contact information.

First Name*

Last Name*

Email*

Please start by telling us if you are Business, Individual, or interested in Estates & Trusts

Business Business Individual Individual Estates & Trusts Estates & Trusts

Number of Business(es):

1 1 2 2 3 or more 3 or more

Tax Entity Type (select all that apply):

Partnership (1065)

Corporation (1120)

S-Corporation (1120S)

Self-Employed (1040 Sch C)

Rental Properties (1040 Sch E)

Not Sure

Are you interested in tax planning and advisory services? (select all that apply):

Planning

Advisement

Not at this time

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Yes Yes No No

Business/Organization Name

Year of Last Tax Filing

Please Describe Your Business (industry, size, etc.)

Primary Contact Name

Job Title

What is the biggest challenge or issue we can help you with?

How did you hear about DHA? (Referral, Google Search, Print Ad, etc.)

Type of 1040 tax filing (select all that apply):

1040

1040 with Schedule C

1040 with Schedule E

1040 with Schedule F

Do you need to file any additional returns? (select all that apply):

No

Gift Tax

Estate or Trusts

FBAR

Multiple Years

Family Members

Are you interested in tax planning and advisory services? (select all that apply):

Planning

Advisement

Not at this time

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Yes Yes No No

Taxpayer Name

Year of Last Tax Filing

What is the biggest challenge or issue we can help you with?

How did you hear about DHA? (Referral, Google Search, Print Ad, etc.)

Number of Estate(s) or Trust(s):

1 1 2 2 3 or more 3 or more

Are you interested in tax planning and advisory services? (select all that apply):

Planning

Advisement

Not at this time

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Yes Yes No No

Do you need to file any additional returns? (select all that apply):

No

Individual Tax Return

Multiple Years

Estate or Trust Name(s)

Primary Contact Name

Year of Last Tax Filing

What is the biggest challenge or issue we can help you with?

How did you hear about DHA? (Referral, Google Search, Print Ad, etc.)

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