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Let Us Get to Know You

FILL OUT THE QUESTIONAIRRE BELOW

First name*

Last name*

Email*

Phone*

What are you passionate about? *

What drives this passion?*

Who or what has the most influence on your life, and why?*

What best describes you?*

Business owner

Self-employed / contractor

Real estate investor

High-income individual

Other (please explain)

*If other

What was your approximate annual gross revenue last year?*

Are you current with your tax filing obligations?*

Yes

No

Not Sure

What is the biggest challenge you are facing in your business right now?*

Why is this challenge difficult for you right now?*

What business or financial concerns keep you up at night?*

What fears or frustrations do you have when it comes to taxes or financial planning?*

What brings you here today?*

What does your ideal CPA or advisor provide for you?*

What is your end goal for this relationship?*

How did you hear about our firm?*

Are you ready to make meaningful changes now?*

Yes

I’m exploring options

Not at this time

If accepted as a client, are you prepared to engage in an advisory-focused relationship rather than basic compliance work?*

Yes, I value proactive guidance and accountability

Let Us Get to Know You
FILL OUT THE QUESTIONAIRRE BELOW

Please note, we are at maximum capacity for the 2025 Spring/Busy Season. We are currently accepting applications to join our waiting list for this year. This waiting list requires a $1,200 retainer on all Federal returns required for 2025. This will require an extension filed and a meeting with Matthew Shell after the April 15th busy season concludes. In the interim, our team is happy to help get your information in and the process started with you as soon as possible.

Office:

614 W Main St STE 102

League City, TX 77573

TEL. (281) 557-1065 | FAX. 281-557-1065

MON-THUR 8:30AM TO 5 PM, FRI 8:30 TO 3 PM

614 W Main St STE 102, League City, TX 77573

T (281) 557-1065 | F 281-557-1065

Thank you for choosing Matthew Shell CPA, PLLC. A TX registered and licensed CPA Firm (ID# P05820)

Verify your tax professional's credentials through the appropriate state licensing board. This content is compiled from sources considered reliable and accurate. The information presented here is not intended as specific tax or legal advice. Please consult with qualified tax or legal professionals for guidance tailored to your individual circumstances. Some materials may be sourced from third-party providers for informational purposes. The opinions and information provided are for general educational use and should not be interpreted as recommendations for specific financial decisions or tax strategies.

© 2025 by Matthew Shell, CPA. Built by Blackbird Marketing LLC

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