Wild Thing Client Questionnaire

This is where you'll tell us a little about yourself so we can get to know you and your tax needs before we chat.

Email address *

First and Last Name*

Company Name (if applicable)

Website or Social Media *

Why do you need a CPA? *

I own a small business and need a network of professionals on my teamI want someone to prepare my personal taxesMy old CPA isn't a good fit for meI haven't filed taxes in a whileI haven't paid taxes in a while and need help with an Offer in Compromise with the IRSOther

How aggressive are you from a tax perspective? *

1 - Very Conservative: I don't want to ever receive a notice2345 - Very Aggressive: Taxes are a necessary evil of life and I want to pay as little as possible

Describe your expectations for working with a CPA? *

Wild Thing works remotely and is not limited by physical location of their clients. This means we communicate electronically. What communication style are you most comfortable with? *

Zoom or Skype Meetings - I want to see the person I'm talking toPhone CallsTextingEmailsI want to meet with you in personOther

How technologically savy are you? *

1- I can use my phone to make calls and that's about it2345 - I am comfortable working on multiple platforms and can easily navigate new ones

Did you receive Round three of the Stimulus Payments? The IRS began sending these out March 12, 2021. *

YesNo

Did you receive any unemployment for the tax years you need to file? *

YesNo

Did you receive the monthly Advanced Child Tax Credit payments in 2021? *

YesNo

Did you have any Cryptocurrency activity in 2021? *

YesNo

What state(s) did you live/work in during 2021? *

Did you open, actively operate, or close a business in 2021? *

YesNo

Did you buy, operate, or sell rental properties in 2021? *

YesNo

Does your business have a PPP Loan that has not yet been forgiven? *

YesNo

Did your business take the EIDL Loan from the SBA? *

YesNo

Did your business take the EIDL Targeted Advance and/or Supplemental Advance Grants? *

YesNo

How did you hear about Wild Thing Tax? Were you referred by someone?

You will receive a confirmation email upon submission of this form with a link to schedule a time to chat with the CPA.