Website Intake Sheet: Tell Us More About You

Thank you for your interest in working with us! We specialize in guiding small business owners in developing their businesses and growing their personal wealth by delivering exceptional tax, accounting, and advisory services. We are proactive, not reactive.

Completing our Data Request Form is crucial in ensuring that we provide tailored and effective tax and accounting services. By gathering some information about your financial situation and business operations upfront, we can identify potential tax-saving opportunities, streamline your accounting processes, and ultimately, help you maximize your financial success in a clear and straightforward manner.

We are currently taking on a limited number of clients to ensure we can provide the best possible service to all our clients, and we appreciate your understanding. To be considered, please submit this intake form. We'll review it carefully and will get back to you within three business days. While we can't guarantee acceptance for everyone due to high demand, we value your interest and will do our best to accommodate your needs.

*Our fees begin at $1,200. However, they could go up depending on the complexity of the return.

*Your information is for internal purposes only. We will NOT share your information with third parties/affiliates for marketing/promotional purposes.
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Primary Contact*

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E-mail*
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Phone Number*
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May We Text You? We will occasionally send text messages out, but you can always opt out of them at any given time.*

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Mailing Address*

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How did you hear about us? Who may we thank for the referral?
Do you currently have an accountant?*

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If yes, why are you looking to change?
What services are you looking for?*

Business OnlyIndividual OnlyBoth Business and Individual Services

At Jon Bell CPA & Associates, our focus is to provide very personal and precise tax and accounting services for our clients. We know you will appreciate our commitment to excellence.

We do accept new clients on a case-by-case basis, ensuring that the fit is right for both of us. To provide you with a seamless experience, we have specific guidelines in place for communication and expectations:

Communication is critical to the high quality of our work, and we have adapted a Communication Protocol that we ask that both our team and clients follow in any written communication between us. We place a high value on your time, and this system helps ensure that your emergent matters get addressed as soon as possible.

In providing top-notch security and rigorous internal control maintenance, we maintain your confidentiality to the best of our ability via our cloud-based portal: Our portal permits 24/7/365 immediate & auto-encrypted access to documents and files. Your data is always available and retrievable from any location. You agree to communicate with us via our portal. We do not accept email attachments because we wouldn't think of jeopardizing the retrieval of your information from unsecured email.

We are a Deadline-Intensive Company: Due to our fiduciary responsibility to you, we provide clear deadlines for submission of information to us. You agree to follow our deadlines so we can timely prepare and submit complete and accurate tax filings.

Video meetings: We value your time. With any PC or mobile device, you can see, hear, and conference with us in real-time. You agree to meet with us via phone or video.

Thank you for taking the time to fill in all responses. Please click Submit if you are done.
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