New Clients

New Individual Client Questionnaire

All new individual clients must complete the "New Client Questionnaire." The questionnaire is available in the downloads section at the bottom of this page and in our office lobby. 

Please bring a completed copy of this questionnaire with you to your initial meeting. If you are not meeting with your accountant in person, then please email the completed questionnaire to the accountant you have been in contact with or to Admin@CenTexCPAS.com. 

Please review the "Tax Client Checklist" in the DOWNLOADS section to assist you in gathering the documents that we will need in order to complete the tax return. The checklist is available in the downloads section at the bottom of this page and in our office lobby.