Prospective Bookkeeping and Tax Clients

Prospective Client Questionnaire

If you would like to discuss how Aiken and Company might be able to assist you with your taxes, bookkeeping, business valuation or other unique financial situation, please provide us with the information requested below and one of our team will reach out to you.

Are you contacting us regarding your personal or business finances?*
- Personal
- Business
- Both
Name

Prefix

First

Last

Suffix
Address

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code
Email
Phone
Please provide a brief description of why you are contacting us and how you would like us to help you.
Business Name
Business Address

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code
Business Email
Business Phone
Please provide a brief description of why you are contacting us and how you would like us to help you.
How did you hear about us?

Prospective Clients

Prospective Client Questionnaire