General and Contact Information:
You are requested to complete this form because we have mutually agreed to do business. Please provide the basic information requested in the this form. All information that you provide is strictly confidential and under AICPA Code of Professional Conduct (AICPA Code) Rule 1.700.001, as a member in public practice we shall not disclose any confidential client information without the client's specific consent.
Full Name
*
First Name
Last Name
Company Name
Business Name (if applicable)
EIN Number (if applicable)
Phone Number
Phone Number
Format: (000) 000-0000.
E-mail
*
example@example.com
What CPA Services are you interested in?
*
Bookkeeping
Payroll
Personal Tax Return Preparation
Business Tax Return Preparation
Tax Planning
Virtual CFO services
Attestation (Audit, Review, Compilation)
Other
Which FREE Business Coaching services are you interested in?
*
Business Formation
QuickBooks
Marketing
Business Plan
Business Expansion
Human Resources
Certification (Minority-owned, Women-owned, etc.)
Loans (PPP, EIDL, etc)
Other
You will be redirected to Pinellas County Urban League Application.
Please be sure to click "Serious Business Academy" & Candis Massey as your referral.
Submit
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