Client Interest Form

  • Client Interest Form

    Thank you for your interest in Mason and Gardner CPAs LLC. We value each and every relationship we build with our clients. The goal of this form is to gain a better understanding of who you are and how you like to run your business. The information you provide will help us begin to identify your specific needs and ensure alignment of your goals with our service recommendations. Upon completion of the interest form, a team member will be in contact with you within 2 business days. We look forward to learning more about you and your business! (The estimated time to complete this form is less than 10 minutes).
  • What services are you most interested in? Select all that apply:*
  • Have you worked with us in the past?*
  • Which best describes you or your industry?*
  • Are you the primary decision maker?*
  • How many employees do you have?*
  • What size is your business in annual sales or gross receipts?*
  • Do you have the financial resources to invest into gaining control of your company's finances, and are you ready to make that investment?*
  • How involved are you in your current accounting processes? Select all that apply.*
  • What, if any, accounting software systems do you use?*
  • What kind of services are you looking for? Pick as many as you like!*
  • Are you ready to change that?*
  • Have you worked with a bookkeeper or accountant before?*
  • Have you worked with an advisor before?*

  • A Word On Pricing

    We take pride in the quality of our work and value transparency. Our minimum price for new client returns in 2024 is $800 for trusts/businesses and $400 for individuals. Please continue to provide your availability and contact information and submit your questionnaire.
  • How did you hear about us?*
  • What is the best time to reach you?*
  • Is this a cell phone?*
  • Should be Empty: