New Client Inquiry:
Thank you for considering Fulton's Accounting Services for your tax and financial needs. Please fill out the form below to get more information about your financials needs and our services. There is a $50 fee to book this call. The fee will go towards a service you decide to use with our team. *PLEASE NOTE MEETINGS ARE FULL FOR THE TAX SEASON. NEXT AVAILABLE MEETING IS AFTER THE 4/15 TAX DEADLINEARE IN APRIL*
Full Name
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First Name
Last Name
Contact
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Phone Number
Email
Business Information
Business Name:
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Company Website:
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What state is your business located in:
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Briefly describe what your business does:
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What bank is your main business account with?
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What is your business average monthly revenue?
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What services are you interested in:
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Monthly Bookkeeping
Tax Strategy
Tax Preparation & Filing
Financial Advisory
Sales Tax Preparation & Filing
1099 Submissions
Our monthly bookkeeping services starts at $400, is this within your budget?
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Yes
No
Business annual tax returns start at $675 for single member LLC, $950 for partnership, $1,200 for S-Corp, & $1,600 for C-Corp, is this within your budget?
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Yes
No
What is the status of your books and financial records?
Please Select
My books are current
My books are somewhat done, needs some cleanup
My books are a mess, help me
You understand that this is a discovery call to learn more about you and your business. This is not a strategy call; I will not provide strategic advice during this call.
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Yes
Have you worked with an accountant or CPA before?
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Yes
No
What is the biggest concern you have about your finances?
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How did you hear about us? If you were referred please let us know by who:
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Fees:
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Discovery Call
$50.00
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50.00
Payment Methods
Credit Card
Apple Pay
After submitting the form, you will be redirected to Apple Pay to complete the payment.
Google Pay
After submitting the form, you will be redirected to Google Pay to complete the payment.
ACH Bank Transfer
Our accounting, bookkeeping, and tax preparation and fees will be discussed during your call so you know your price upfront. Brandi takes pride in educating you so that you can fully understand your business finances and taxes, we will always discuss best practices for you. If we agree to work together, are you prepared to make the financial investment in our services?
I agree, and I’m ready to make this investment
You understand that this fee is nonrefundable, if you need to cancel or reschedule your meeting you must send us an email before your meeting start time to be able to reschedule. If you do not cancel or reschedule your meeting you will be required to make a new appointment and pay a new consultation fee.
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Yes, I agree
Would you like to sign up for our email list?
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Yes
No
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