New Client Onboarding Survey

We’re excited to have you joining us at Carter! Please complete the following form to help us learn more about you, collect important information, and insure that we communicate with you as intended.

Onboarding Survey

Your Name

First Last

Are you married?

Yes

No

Spouse's Name, if applicable

First Last

Your preferred mailing address

Street Address City State ZIP Code

Your email

Spouse email

Your Date of Birth

Spouse's Date of Birth

Your preferred phone

Spouse preferred phone

How did you learn about Carter/ who referred you to us?

Do you operate a business, or are you affiliated with a business which Carter will serve?

Yes

No

What businesses are you affiliated with?

Any alternate business address, if applicable

Street Address Address Line 2 City State ZIP Code

Which of our services are you interested in?

Tax return preparation

Payroll tax compliance

Accounting and bookkeeping

Financial statement audit/review

Your attorney's name and firm, if applicable

Your financial advisor's name and firm, if applicable

Any additional information we should know?

Phone

This field is for validation purposes and should be left unchanged.

Onboarding Survey

ASHEVILLE

CHARLOTTE

GREENVILLE

Set up a conversation to get started.