PLEASE NOTE:

We do not offer consultation-only services, though we do offer consultations to our tax preparation clients. Our typical price ranges are available on our Services & FAQ page. All questions in this form are optional. The more thoroughly you're able to fill it out, the more accurately we will be able to assess your situation and offer you an estimate of our services. Thank you so much for your inquiry! We look forward to potentially working with you, or to referring you to another local CPA who may better fit your needs.

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Spouse's Email

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Filing status

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BUSINESS INFORMATION

Business Name(s)

For the following questions, if you have more than one business, please answer based on the most prominent one:

My business currently files as a...

Last year's business expenses were roughly

Last year's business revenue was roughly

This year, my business will likely make

Years in business

Tell us a little about your business(es)

i.e. What services do you offer or what industry is your business in? Do you currently or plan to have employees and if so, how many? Do you currently or plan to have out of state employees or revenue? Do you have any specific questions or concerns, and what services are you most looking for?

ASSET INFORMATION

Do you have any rentals?

My rental(s) are

Have you purchased or sold a property in the last couple of years?

Do you typically have capital gains on your tax returns?

FINAL DETAILS

Please tell us about your previous CPA experience(s)

i.e. Have you worked with a CPA firm before? Why are you switching CPA firms? Did you have any issues with your past CPA firm? And/or any additional details you'd like to share:

Please let us know any final questions, concerns or thoughts you have about how we may be able to assist you:

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