NEW CLIENT REPORT — CONFIDENTIAL
DATE _______________
CLIENT Name Contact Name Address Line One Address Line Two Address Line Three City, St, Zip
CLIENT NO. ______________
Group ID BRP/Office Year End Tax Due Staff E-MailT ________________ ________________ Mo ____ Yr ____ Mo ____ Yr ____ #1 ____ #2 ____
(O) __________________ (H) __________________ (F) _________________ (C)_________________ Work to be Performed: Tax ____ Nature of Business: Fees and billing methods discussed? If yes, please explain: ______________________________ Audit ____ Consulting ___ Litigation Support ____
CLIENT INDUSTRIES 1 Real Estate/Insurance 2 Real Estate Investor
Engagement ltr prepared? CUSTOM
CLIENT TYPES 1 Individual 7 Non-Profit
Yes ____
2 S-Corp 8 Trust
No ____
3 C-Corp 9 Estate
Client's Atty: ________________________ Client Industry ____
5 Govt 11 LLC 6 Consulting 33 Inactive 4 Partnership
3 Construction 4 Legal 5 Medical/Dental 6 Other Professional 7 Manufacturing
Acquired Client ____
Client Type ____
10 Retirement Plans
MARKETING How was client obtained? Referral ____ Newsletter ____ Ad ____ Walk-in ____ Yellow Pages _____ Firm event _____
8 Software Development 9 High Tech (Non-Mfg.)
Referral Name _______________________ Type (Banker, Atty?) ______________________________ 10 Retail/Wholesale Recognize referral source? Letter ____
Expansion of Present Client? Yes
Phone Call ____ Gift (what?) _________________________ 11 Oil/Gas/Minerals 12 Agricultural 13 Publishing 14 Trucking 15 Estates/Trusts/Foundations 16 Government 17 Non-Profit 18 Venture Funds 19 Investors-Large 20 Employees & Other
____ No ____
If yes, client name: _______________________________ Client # ___________ Activation date of client?
(For admins to fill out.)
Who gets credit for client? __________________________________________________
Send to Client? Appointment Letter ____ Auto Memo ____ Constr Newsltr ____ E-Newsletter ____ Holiday Card ____ Payroll Memo ____ Send welcome letter? Yes ____
No ____
Attorney Newsletter ____ Confidentiality Notice ____ Empl Benes Newsletter ____ General Newsletter ____ Organizer ____
Tax Planning Guide ____ (8 1/2 x 11 glossy, limited supply) Tax Planning Pamphlet ____ (tri-fold, fits in regular envelope) Partner Authorization _____________ Date ______________
Person preparing this form: ___________________________
Files to be set up: __________________________________________________________________________________________ Admin initials __________ Date _____________ Administration __________ PM __________ Copied ___________