Get Hi Taketa Iwata Hara & Associates Prospective Client Questionnaire

Filling out the HI Taketa Iwata Hara & Associates Prospective Client Questionnaire online is an important step for prospective clients seeking professional accounting services. This guide will provide detailed instructions on how to complete each section of the form efficiently.

Follow the steps to successfully complete the questionnaire.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the 'Date' field, entering the current date.
3. In the 'Name' section, provide your full name as it appears on legal documents.
4. Enter your permanent 'Address', including city, state, and zip code.
5. Fill in your preferred phone numbers. Include your home, business, and cellular numbers as applicable.
6. Provide your email address in the designated field for electronic communication.
7. If you have a fax number, please enter it; otherwise, you can skip this field.
8. Identify your 'Year End' for financial purposes, typically December 31, unless stated otherwise.
9. Select your 'Business Entity Type' from the list provided, checking the appropriate box for sole proprietor, corporation, nonprofit, and so forth.
10. Indicate how you found the firm in the respective field, providing any relevant details.
11. In the 'Type of Service Requested' section, check all services that you require, including tax return, bookkeeping, payroll, and others.
12. Answer questions regarding your prior year tax return, previous accountants, and details of your business if applicable.
13. Describe any support you have for accounting or record keeping and mention if you use accounting software like QuickBooks.
14. If you need to provide financials to a third-party regularly, please indicate that.
15. Specify if you have rental property and provide the number of properties if applicable.
16. Provide any additional information on how the firm can assist you in the last section.
17. Once you have completed the form, save your changes. You can also choose to download, print, or share the form.
18. Send the completed form to info@tihcpa.com or fax to 808-969-1499.

Complete your questionnaire online today for a seamless experience!