Intake Form

Provide Info!
Please read the below before proceeding:

We are currently taking on new clients. Most public accounting firms are NOT taking on new clients. In fact, many firms are letting existing clients go due to the shortage of qualified staff.

All new clients are serviced remotely - via email, web conference, and phone.

We provide bookkeeping, payroll, sales tax, tax, consulting, and similar services. If we onboard you as a client, we will give you a quote based on the services we determine you need.

Please fill out the below form completely, and we will let you know if we can take you on as a client!

Pricing cannot be determined until we receive this form, your past two (2) filed tax returns and accounting records, and if necessary, walk through your entire situation with one of our CPAs. That pricing is subject to change if we discover something else that was not overviewed during said discussion.

Service Fees

Our service fees are as follows:
- Client Accounting Services (CAS)
  - Our typical pricing for accounting services is $300-500/month
  - The pricing depends on the scope of work and other detailed needs of your accounting records
- Individual Income Tax Returns (Form 1040)
  - Our minimum fee for an individual tax return is $800
  - Our average return fee is generally in the $1,000-1,200 range.
- Business Entity Tax Returns (Form 1065, 1120, 1120-S)
  - Our minimum fee for a business tax return is $2,000
  - Our average return fee is generally in the $2,200-2,500 range.
- Other Agreed-upon Services - depends on the scope of work and specific needs. Mostly adheres to the value provided via rendering the service.
I acknowledge that I have read and understand the above about services and objectives.*

Yes
First Name*
Last Name*
Email*

Confirmation Emailexample@example.com
Mobile Number*
Are you tech savvy?*

YesNo
Please note: Due to the rapid increase in technology, it is critical for us both to use various collaborative software for these services.
Personal Returns
Is this your first time filing a tax return (i.e., you have never filed an individual tax return/Form 1040 before)?*

YesNo
Are you current with your personal tax return filings?

YesNo
How many years are you behind on personal returns?
Are you current with your personal tax payments - federal and all states?

YesNo
Do you own any virtual currency or cryptocurrency, or have you bought or sold within the past year?*

YesNo
Business Returns
Do you have a business?*

YesNo
Business Legal Name
If you have multiple businesses, please just provide one for now, and we can review the rest during our discussion.
Is this the first time your business is filing a tax return?

YesNo
Business Legal Structure/Tax Treatment
If you have multiple businesses, please just provide one for now, and we can review the rest during our discussion.
Industry
If you have multiple businesses, please just provide one for now, and we can review the rest during our discussion.
What is your approximate annual revenue?
If you have multiple businesses, please just provide one for now, and we can review the rest during our discussion.
What do you use to keep track of your accounting/books?

Online Accounting SoftwareLocal/Desktop Accounting SoftwareExcelCurrently nothingPaperUnsure or other
Who handles your accounting/bookkeeping?

SelfOutsource (accountant/other)N/A
Since you indicated your business records are on a cloud-based platform, please invite our firm using the below instructions depending on software.

NOTE: If we do not receive invitation to your business's software, we will not be able to discuss next steps and/or engagement terms.

Invite using the following information:

Name: Savan Patel
Email address: savan@ukpcpa.com
Check the below box "Done" when you have invited us.
Invited to records?

Done
Please upload your cumulative accounting records here

Cancelof
Please note: Though you may be accustomed to maintaining your own accounting records, we circumstantially require most business clients to hand bookkeeping over to us. You may proceed with this form, but we may not be a good fit.
Are you current with your business tax return filings?

YesNo
How many years are you behind on business returns?
Are you current with your business tax payments, if applicable - federal and all states?

YesNo
Other
Have you used a tax professional/CPA before?

YesNo
What did you like about them the most?
What did you not like about them?

Prepared tax return incorrectlyToo expensiveUnresponsiveOther (specify)
What was your relationship with them like?

Once a yearRoutine check-ups/conversations throughout the yearInconsistent touch points
Please select what is most important for you when selecting a tax/accounting professional:*

QualityExperienceTitles/CredentialsCostTech savviness
Please describe your tax situation:
How did you hear about us?*

Our websiteGoogleYelpReferralOther
Who referred you?
Please upload your previous two (2) FILED tax returns, including all business return(s) if separate entities. If we do not receive at least two (2) previous tax returns for your individual and businesses, we will follow up.

NOTE: If we do not receive at least the previous two (2) FILED individual and business tax returns, we will not be able to discuss next steps and/or engagement terms.
Cancelof
{firstName}, Thanks for taking the time to answer our questions! After you submit, we will review your submission to see if we're a good fit for your tax and accounting.
Should be Empty:

Provide Info!

Personal Returns

Business Returns

Other