New Client Intake Form | Ritchie&Company Inc

Client Information

Name:

Contact Number:

Business Name:

Address

Email Address:

Client Questionnaire

Type of Business:

Entity Type:

Current CPA:

Referred by:

Relation to an Existing Client:

Discovery Questions

What does your company do?

Why are you looking for a new CPA?

What is the top problem or issue you think you need help with?

On a scale of 1 to 10 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?

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R I T C H I E & C O M P A N Y I N C .

Client Information

Client Questionnaire

Discovery Questions

RITCHIE & COMPANY INC

Belmont Headquarters:
1200 Sixth Avenue, Suite 102
Belmont, CA 94002

Nashville Office:
615 Main Street, Suite B15
Nashville, TN 37206

OFFICE HOURS

Monday-Friday

9:00 AM - 5:00 PM

CONTACT NUMBER

(650) 453-3099

FAX NUMBER

(650) 590-7190

ABOUT US

Meet our Team

SERVICES

Advisory

Taxes

Accounting

RESOURCES

Services

2023 Tax Season Docs

1099 Information

Payment Instructions

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