New Client Questionnaire

Thank you for your interest in Meilinger for help with your tax, bookkeeping, and business advisory needs. This survey will help us evaluate your goals and determine how to best serve you. The estimated survey completion time is 35 minutes.

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* 1. Do you own a business? If so, how long have you been in business?

I do not own a business

Less than 3 years

Between 3 and 10 years

Greater than 10 years

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* 2. What do you consider to be your biggest challenge?

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* 3. What has your business gross income been over the past three years?

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* 4. Last year my taxable income was...

Less than $300,000

Between $300,000 and $500,000

Between $500,000 and $1,000,000

Greater than $1,000,000

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* 5. What are your three biggest accomplishments? And why are you proud of them? Feel free to divide your answer by business, balance (family), being (spiritual), and body (health).

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* 6. Tell me about your business/career success over the past 10 years. (The impact you have had, the income you created, and your customer success stories, etc.)

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* 7. How many full-time employees do you have on your team? If you were disabled for 90 days how would you run your business?

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* 8. What is missing from your life and/or business? And how do you keep it out?

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* 9. The Extraordinary: If you were to look back three years from now and say working with Meilinger was one of the best decisions of my life. What has to have happened, personally and professionally, for you to feel thrilled with your progress?

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* 10. The Impossible: What would you like to accomplish that looks impossible but if it were achieved could change everything?

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* 11. If in three years time you were disappointed with your results why would that be? E.g. Unhealthy relationships, poor habits, limiting beliefs, fear of success, etc.

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* 12. If fees were not an issue what would be the ideal relationship you would have with your CPA?

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* 13. How interested are you in having a business consulting-oriented relationship with your CPA?

Extremely interested

Very interested

Somewhat interested

Not so interested

Not at all interested

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* 14. Is your business currently funding your retirement needs?

Yes