Client Inquiry

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Please indicate who is making an inquiry* This field is required.Do you need assistance for yourself, business or both?
Individual
Business
Both
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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Phone Number* This field is required.
Please enter a valid phone number.
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How did you hear about us?
Social Media
Referral
Online
Other
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What other way did you hear about us?
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Who do we have to thank?
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Why are you looking for a new accounting firm?
Huge
Large
Normal
Small
Ok
Ok
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Please Acknowledge* This field is required.
As part of becoming a new tax client, we perform a comprehensive review of your prior-year tax information. This includes verifying items such as depreciation schedules, capital loss and tax credit carryforwards, and other important tax details. This review helps ensure accuracy, provides continuity from prior years, and gives us an opportunity to identify any planning opportunities or concerns before preparing your return. The onboarding fee begins at $300 ($375 with an introductory meeting). Once we have reviewed your most recent tax return, we will provide a final quote. By acknowledging this statement, you confirm your understanding and acceptance of the onboarding fee.
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Which of our services are you interested in?Select as many as you would like
Tax Preparation Services
Estate Accounting / Probate
Tax Planning
Family Financial Planning
Social Security Strategies
Other
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What other services are you interested in?
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Are you current with your tax filings?With your personal financial aspects
Yes
No
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How many years behind are you and why?
Huge
Large
Normal
Small
Ok
Ok
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What kinds of income do you have?
Wages from a job
Social Security Income
Investment Accounts
Retirement Income
Other
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What other kinds of income do you have?
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How many investment accounts do you have?
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Do you have any rental properties?
YESNO
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How many rentals do you have?
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Select All That Apply To Your Rental
Reported on your individual return
You file a separate return the rental (1065)
Use a management company
You buy and sell rentals often
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How do you manage the financials?(QBO/Receipts/Excel)
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Do you have any self-employment income?
YESNO
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Please Select One
Income is reported on individual return
Income is reported on separate return
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Business Name
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Industry
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Please Acknowledge* This field is required.
To properly onboard a new business tax client, we review, enter, and verify prior-year tax information, including asset and depreciation schedules, carryforward items (such as capital losses, tax credits, and other tax attributes), and other relevant records. This process helps establish a accurate foundation for your return and allows us to identify potential tax savings opportunities or address any issues early. Our new business client onboarding fee starts at $500 ($575 with an introductory meeting). A final onboarding quote will be provided after we review a copy of your most recent business tax return. By acknowledging this statement, you confirm that you understand and agree to the applicable onboarding fee.
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Are you a new business needing help with set-up?
YESNO
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Gross SalesIf new business feel free to project a number
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Which of our business services are you interested in?Select as many as you would like
Tax Services
Bookkeeping / Accounting
Tax Planning
Payroll Services
Business Consulting / CFO Services
Sales Tax Preparation
Other
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What other business services are you interested in?
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Payroll Services
I would like to start running payroll
I am currently running payroll
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What platform do you use? blanks
How often do you run payroll? blank
How many employees do you have?
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Bookkeeping Type of Service
Data Entry and Bank Reconciliation
A/P Processing
A/R Processing
Inventory Tracking and Reconciliation
Financial Statement Analysis
Other
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What other bookkeeping services are you looking for?
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Frequency Requested
Daily
Monthly
Quarterly
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Current System of AccountingIf none yet, please indicate which you are interested in learning more about
QuickBooks Desktop
QuickBooks Online
Wave
Xero
Excel
Wing and a prayer
A Box of Receipts
Other
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What system of accounting do you use?
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Is your Business Current?With your business financial aspects
I am current with tax filings
Need help catching up tax filings
I am current with my accounting
I need help catching up with my accounting
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Your NotePlease provide as much details as possible
Should be Empty: