New Client Request

Thank you for trusting us to help with your tax preparation. To ensure we can best assist with your tax needs, please submit the following details to us. Keep in mind we are only taking on a few new tax return preparation and/or payroll clients. We are not accepting new bookkeeping clients at this time. We appreciate your interest and will get back to you shortly.

New Client Request Page Form

Name:*

Business Name (if applicable):

Phone Number:*

Address:*

Email:*

Where did you hear about us?*

Are you seeking Individual Tax Preparation Services?*

Yes

Is so, please specify details to help us better understand your needs. Do you have 1099 income, W2 income, number of children and ages, are children in college, number of states, investment income, K1s, rental properties, etc.?

Are you seeking Business Tax Preparation Services?*

Yes

If so, what is the nature of your business and what accounting software are you using?

Are you seeking Payroll Preparation Services?*

Yes

If so, how many employees do you have?

The last year you filed a tax return:*

Why are you seeking a new CPA?*

New Client Request

New Client Request Page Form

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