Name * First Name Last Name Email * Phone * (###) ### #### Company name (if applicable) Type of Entity * Corporation S Corporation Partnership Individual Sole Proprietor Non Profit Single Member LLC Multi-member LLC Other What services are you interested in? * (please check all that apply) Business Tax Preparation Individual Tax Preparation Accounting & Financial Statements Tax Planning & Strategy Business Advising Payroll Services Other Have you previously worked with a CPA? If yes, please provide their name. Reason for wanting to switch CPAs? For business clients, what is your average annual revenue? Do you currently have a bookkeeper? Yes No Do you have rental properties? Yes No Do you own investments (stocks, bonds, crypto, etc.)? Yes No Have you filed taxes in the past three years? Yes No Do you have outstanding tax issues or audits? If yes, please provide details. What accounting software do you currently use (if any)? * QuickBooks Online QuickBooks Desktop Xero Sage Other None What are your biggest concerns regarding your taxes and finances? Is there anything else we should know about your situation? How did you hear about our firm? Referral Online Search Social Media Other Thank you for your inquiry about our services. We are reviewing your request and will contact you shortly to discuss your needs. We appreciate your patience.
