Prospective Client Form

Full name

Address (I need your address for the engagement letter.)

Email address

Are you an advisor, such as a CPA or enrolled agent, contacting me about your own client's situation?

Yes

No

Are you a US citizen?

Yes

No

Not Applicable

Do you have a green card?

Yes

No

On what date did you receive your green card?

Do you have questions about one or more entities?

Yes

No

For each entity, please indicate the percentage you own, the country the entity is formed in, and a brief description of the type of business activity of the entity.

Are you interested in assistance with US tax return preparation?

Yes

No

Unsure

Is there some urgency as to how quickly you need advice?

Yes

No

Unsure

Do you have questions about a specific IRS form?

Yes

No

Unsure

Which form or forms do you have questions about?

Have you missed filing certain forms for prior years and are you considering your options for correcting the missed filings?

Yes

No

Unsure

Please explain

Although not required prior to a call, it is often helpful if I have a brief written description of your situation and/or your questions. Feel free to provide details below.

I acknowledge that submitting this information does not mean that I am becoming a client of Andrew Mitchel LLC. I understand that I become a client only after signing an engagement letter and making a payment.

Prospective Clients