Client Discovery Form – EZ TAX & Co.

Location: Office 7 127 Bell St Ivanhoe VIC 3079
Mail: info@zadandco.com.au

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About Us

Manage and streamline operations across multiple locations, sales channels, and employees to has improve efficiency and your bottom line.

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Services
About Us
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Contact Info

57 Park Ave, New York
+123-7767-8989
info@gmail.com
https://example.com

Client Discovery Form – Conditional Questions

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- Step 1 of 2

Are you an individual or a business entity? *

Individual
Business (Sole Trader, Partnership, Company, Trust)

Do you own any rental properties? *

Yes
No

Have you had any Capital Gains Tax (CGT) events this or last financial year? *

Yes
No
Not sure

Have you been involved in cryptocurrency trading? *

Yes
No

What are your main financial goals? *

Tax minimisation
Retirement planning
Property/investment planning
Other

What kind of support are you looking for? *

Individual tax return
Capital Gains Tax advice
Investment property advice
Other

Which industry are you in? *

Medical / Healthcare
Construction / Trades
Retail / E-commerce
Hospitality
Professional Services
Other

What is your current business structure? *

Sole Trader
Partnership
Company
Trust
Not sure

Do you use any accounting software? *

No
Xero
MYOB
QuickBooks
Excel
Other

Do you currently employ any staff? *

Yes
No

What is your approximate annual business turnover? *

Under $75,000
$75,000 - $250,000
$250,000 - $1 million
Over $1 million

Do you own any rental properties? *

Yes
No

Have you been involved in cryptocurrency trading? *

Yes
No

Have you had any Capital Gains Tax (CGT) events this or last financial year? *

Yes
No
Not sure

What are your main financial goals? *

Business growth
Tax minimisation
Retirement planning
Property/investment planning
Other

any business goals?

What kind of support are you looking for? *

Business tax & compliance
BAS / GST reporting
Business advisory / structuring
Financial statements
Investment or property tax advice
Other

How would you prefer us to contact you? *

Phone
Email
SMS / WhatsApp

When would you like us to assist you? *

As soon as possible
Within the next 2 weeks
Within this month
Just exploring for now

Upload any relevant documents (Optional)

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Accepted File Types: PDF, Excel, CSV, JPG, PNG

Your Full Name *

First

Last

Phone Number

Email *

Ready to take control of your financial future?

Get Started Today.

Contact us today to schedule a consultation or use our online form to tell us more about your needs. We’ll provide you with a free quote for our services and help you navigate the complexities of accounting and taxation with confidence.

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Office 7 127 Bell St Ivanhoe VIC 3079
03 908 908 76
info@zadandco.com.au

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Working Days 09.30 AM - 5.00 PM
Saturday 09.30 AM - 12.30 PM
Sunday Closed

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