New Client Application - Capstone CPAs

Prospective Client Application

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

Preliminary Personal Information

Name(Required)

First Last

Best Contact Phone(Required)

Alternate Phone

Fax

Primary Email(Required)

Alternate Email

Spouse's Name

First Last

Spouse's Contact Phone

Spouse's Primary Email

Spouse's Alternate Email

Home Address

Street Address Address Line 2 City State ZIP Code

Mailing Address(Required)

Street Address Address Line 2 City State ZIP Code

List Taxpayers' & Dependents' Names and Ages

If you are divorced, do you claim your dependents every year?

If you are divorced, do you claim your dependents odd/even years?

Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity?(Required)

Have you ever lived/worked abroad?(Required)

When did you work or live abroad?

How did you hear of Capstone CPAs, or who referred you?

Who prepared your tax return last year?

What objectives do you want to accomplish in the initial interview appointment?(Required)

What long-term objectives do you want to achieve in working with Capstone CPAs?

What are your expectations of your accountant /advisor?

Do you want to be contacted periodically throughout the year?(Required)

What is your preferred method of communication?(Required)

What response time do you expect in accounting and tax questions?(Required)

Generally, we extend individual tax returns in which we do not receive all the information by March 1. Are you OK with extending your tax return, if necessary?(Required)

Please list the most important service issues.