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NDJ Financial Client Questionnaire

Nia Johnson, CPA

Tax • Bookkeeping • Business Advisory

Thank you for your interest in working with me. This short questionnaire helps me understand what you need and determine whether I'm a good fit. Most clients should be able to complete it in approximately 5–10 minutes. Please do not upload or email sensitive tax documents at this stage unless specifically requested.

1. About You

Full name:

*

Preferred email:

*

Phone number:

*

Business name (if applicable):

Please list the legal name of each business you own.

How did you hear about us? If referred, by whom?

*