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PLEASE FILL OUT THE QUESTIONNAIRE 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

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

We are committed to providing a highly personalized level of service, strategic guidance, and responsive support to each client we serve. To maintain that standard, new client onboarding may be limited during peak tax season or periods of high demand.

If you are interested in working with Matthew Shell CPA, please contact our office to discuss current availability, onboarding timelines, and next steps. We look forward to learning more about your goals and determining whether our firm is the right partner for you and your future.

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.

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