Please fill out the Prospective Client Questionaire below:

Personal Information: Full Name*
Birthplace
Date of Birth
Full Address (Including Zip Code)*
Home Phone*
FAX
Work Phone*
Pager
Cell Number
Email Address*
Employer
Title
Length of Employment
Important Fringe Benefits
How long have you lived in the bay area?
Where were you raised?
What College Did You Attend?
College Location
College Majors
College Degrees Earned
Professional Affiliations
Volunteer Activities
Charities Supported
Preferred Hobbies
Spouse: Full Name
Date of Birth
Birthplace
Employer
Title
Length of Employment
Important Fringe Benefits
Children: Please list full names and dates of birth for all your children.
: Primary Bank
Time with Bank
Types of Accounts
Current Financial Advisor Name
Type of Relationship
Level of Satisfaction
Current Financial Advisor 2 Name
Type of Relationship
Level of Satisfaction
Current Financial Advisor 3 Name
Type of Relationship
Level of Satisfaction
Current Fee Relationship with Financial Advisors
Do you think the fees charged were fair? Yes No
If no... Why not?
Have you informed your previous accountant or advisor that you are meeting with us? Yes No
Do you have an outstanding balance with your previous accountant or advisor? Yes No
Investments: Do you invest?
How would you rate your level of risk with your investments?
Do you have an established Estate Plan? Yes No
Do you have a Trust? Yes No
Is your Will current? Yes No
Who is your Attorney?
Service Related Questions: How did you learn about Morris and DAngelo?
Why did you initiate this contact?
What are your most important service issues?
What are your expectations from a CPA or Advisor?
How would you define a successful relationship?
What is your Annual Advisor Budget?
How often would you like to meet with your accountant or advisor?
Do you expect your accountant/advisor to contact you unilaterally throughout the year?
On a scale of 1 to 10, with a 1 indicating a total adversity to risk and a 10 indicating a willingness to take significant risks, rate your comfort level relative to tax avoidance options
How Quickly do you expect a returned telephone call?
What is your expected turn-around time for preparation of reports received by this office?
Would you like to receive regular Email-based tax and financial related information? Yes No
Do you have internet access? Yes No
How often do you access the internet?
How do you feel about being contacted by a firm member other than your initial partner contact?
Please list any other service related or other items that you feel strongly about that we have not covered in this survey:

 
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