Potential Client Questionnaire

Potential Client Questionnaire

This information will be used to assist in determining if our firm can assist with your accounting, tax, and advisory needs.
Estimated time to complete: 5 minutes
Contact Information
Contact Name*

First NameLast Name
Primary Email*
example@example.com
Contact Phone Number*
Do you own a business or are starting a business?*

YesNo

Firm Pricing
For Tax Year 2025, the firm's minimum pricing for indiviudal returns is as follows:

Base Fee - $750

Minimum pricing for returns with a business (Sch C/1099) or rental component - $1,000

Pricing will be confirmed after an initial consultation and analysis of complexity.

Prepayment in full of quoted preparation fee must be made before work begins.
I have read, understand, and agree to the firm's minimum price policy for individual return preparation.*

Yes

Have you used a CPA before?

YesNo
Why are you changing CPAs?
What are you looking for in a CPA? What services do you need?*
How did you hear of our firm?

GoogleChatGPTReferral (see below)Other
Referred By (if applicable)
Once complete, click "Submit Answers" to transmit your response to our office.
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Contact Information