Aryee New Client Onboarding Questionnaire

Onboarding Questionnaire Form

(Please Complete)

Aryee Client Onboarding Questionnaire

Full Name *

Business Phone Number? *

Email Address? *

Personal Email *

Date of birth

Social Security Number

Business name? *

Address *

Business Structure?

Sole Proprietorship

Partnership

Corporation

S-Corporation

C-Corporation

Non-Profit Organization

Limited Liability Company (LLC)

Professional Limited Liability Company (PLLC)

Limited Liability Partnership (LLP)

Individual (not a business)

Other

Industry & Nature of Business *

Date business began *

What are your short-term financial goals (1-3 years)?

What are your long-term financial goals (5+ years)?

Did you file taxes with another CPA or tax professional last year? If yes, please provide their contact details. *

Have there been any significant changes in your financial situation since your last tax filing? *

What types of income do your receive? (employment, investments, rental income, etc.,) *

Do you have any foreign income or assets that require reporting? *

Are you involved in any partnerships or business entities? *

What accounting software, if any, are you currently using? *

Do you maintain your books yourself, or do you need assistance with bookkeeping? *

Do you have any specific deductions or credits you believe you may be eligible for? *

Do you have retirement accounts (IRA, 401(k), etc.,)? Please provide details. *

Are you interested in any investment advisory services? *

Yes

How would you describe your risk tolerance when it comes to financial investments? *

Type of Service being requested? *

US Taxes (Personal, Business, etc)

International Taxes

Forensic Accounting Analysis

Tax Advisory/Planning Strategy

Bookkeeping & Payroll

IRS Case Resolution

AR Processing

AP Process

IFRS Consulting

Business Consulting

Upload copies of last three years tax filings. *

Upload Copy of IRS Form SS-4 or IRS LTR 147C *

Please upload copy of State Registration/Incorporation documents *

Please upload copy of Partnership Agreement (If applicable) *

info@aryeeat.com

(828) 374-0599