Business Client Application - Capstone CPAs

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Prospective Client Application Business

Please fill out all applicable fields on this form. Required fields are plainly marked.

Step 1 of 2

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Please Choose A Capstone CPA'S Location To Better Assist You

Company Name:(Required)

Principal of Business Name:(Required)

First Last

Principal of Business Title:(Required)

Primary Phone(Required)

Fax

Cell

Email(Required)

Secondary Contact Name

First Last

Secondary Contact Title

Primary Phone

Email

Cell

Address

Street Address Address Line 2 City State ZIP Code

Website

We extend most income tax returns. Are you OK with extending your return, if necessary?

Date of Incorporation/Formation

State where Incorporated

State

Fiscal Year End

Month

Day

Year

Form of Organization - What is your legal business entity type?

What Federal Tax Return does your business file?

Do you have a written business plan?

Annual Sales

For the Year Ended

Sales Trend

Number of Employees

Industry

If other, please describe

Does the company own any subsidiary organizations?

Please Explain the Relationship of Each

Does any other company own an interest in this business?

Please Explain the Relationship of Each

What is your current pain, i.e. business problem?

How do you see Capstone CPAs helping you address the challenges and opportunities?

What growth plans do you have?

Do you expect future capital needs or new financing?

If Yes, Why?

Are you concerned about any of your asset, liability, or income statement accounts to which we should pay particularly close attention?

If Yes, Why?

Do you have a Retirement Plan?

If so, what type (401K, Pension Plan, SEP, etc.)?

Who is the TPA?

May we have a copy of the last 550 filed?

Do you prepare your own payroll?

If so, what software program or payroll company do you use?

Number of Bank Accounts

Number of Lines of Credit

Number of Credit Card Accounts

Number of Other Loans

Do you receive customer payments through credit cards, Pay Pal, or any other third-party system?

Other Advisors

Who is your financial planner or stock broker?

Do we have your permission to talk to them, if necessary, to request additional information?

Do you have a current will?

Have you established an estate plan?

Have you established a trust?

Who is your attorney?

Do you need recommendations of an attorney or financial advisor?(Required)

Current Accounting/Consulting Relationship

Do you have a current Accountant / Accounting firm?(Required)

If so, why are you considering changing CPA firms?

Have you informed your current accountant that you are meeting with us?

Name of Current Accounting Firm

Current Accounting Firm Address

Street Address Address Line 2 City State ZIP Code

Phone

Email

What DO you like about working with your current accountant?

What DON'T you like about working with your current accountant?

What days or times work best with your schedule to meet with us?(Required)

Monday Morning

Monday Afternoon

Tuesday Morning

Tuesday Afternoon

Wednesday Morning

Wednesday Afternoon

Thursday Morning

Thursday Afternoon

Friday Morning

Friday Afternoon

Please choose as many or as few as you like

Referred By (Optional)

After clicking submit, you will be prompted on the following page to upload your files securely. Please provide us with the last 3 years of federal and state tax returns.

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About
- About Us
- News
Accounting Services
Tax Services
Wealth Advisory
Specialty Services
Our Offices
- Oregon
  - Bend
  - Redmond
  - Sisters
  - Prineville
  - Eugene
  - Klamath Falls
  - Medford
  - Lakeview
- Idaho
  - Boise
  - Sandpoint
- Washington
  - Seattle
Contact
New Clients
Careers
Upload Documents
- Location Upload Files