Jon Bell CPA & Associates: New Client Inquiry Form

Please verify that you are human*
Thank you for your interest in working with us. We help individuals and small business owners with proactive tax, accounting, and financial advisory services.

To see if we’re a good fit, please complete our form. The information you share helps us:
- Understand your tax and financial picture
- Identify potential tax-saving and planning opportunities
- Match you with the right service level and pricing
Timing
We are currently at capacity and maintaining a waitlist. We anticipate reaching out within approximately 30 days (sooner as availability opens).

Fee transparency
- Individual tax preparation: Starts at $1,250 and increases with complexity
- Business accounting & tax preparation: Starts at $500/month, depending on business size and service level
Privacy
Your information is used only for our internal review and onboarding process. We do not sell or share your information with third parties or affiliates for marketing or promotional purposes.
Tell Us More About You
Primary contact*

First NameLast Name
E-mail*
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Phone number*
Please enter a valid phone number.
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*

Street 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 on delivering highly personalized and precise tax and accounting services. Most clients come to us because they want a firm that is detail-oriented, proactive, and serious about doing things the right way.

We accept new clients on a case-by-case basis to ensure a strong mutual fit. If we move forward together, here’s what you can expect from us—and what we’ll expect from you:

Communication & Expectations
Clear communication is critical to the quality of our work. We use a simple Communication Protocol for all written communication so that urgent matters are flagged and addressed quickly, and routine items are handled efficiently. This helps protect your time and keeps everyone on the same page.

Security & Our Client Portal
We take your confidentiality and data security seriously. All document sharing occurs through our secure, cloud-based portal, which provides 24/7/365 auto-encrypted access to your files from anywhere. Because standard email is not secure or reliable for document storage, we do not accept email attachments. If we work together, you’ll use the portal to upload and retrieve documents.

Deadlines & Our Fiduciary Role
We are a deadline-driven firm. To meet filing deadlines and uphold our fiduciary responsibility, we set clear due dates for when we need your information. In turn, we expect clients to provide complete information by those deadlines so we can prepare and file accurate, timely returns.

Meetings & How We Connect
We value your time and convenience. Most meetings are held by phone or video, allowing you to join from any computer or mobile device. In-person meetings are available when needed, but virtual meetings are our standard.

Thank you for taking the time to complete this form.

When you are ready, click Submit to send us your information.

After you submit, we'll email you a downloadable guide, "5 Small Business Tax Credits You Should Know About," along with a copy of your responses.
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