• Welcome to Our Client Discovery Form

    Welcome and Intro

  • Welcome to Mickele Nowden CPA!

    Thank you for considering us for your tax, bookkeeping, and financial advisory needs. We are a fully virtual CPA firm dedicated to building long-term relationships with our clients by providing tailored, professional, and high-quality services. Our mission is to empower individuals and businesses to achieve their financial goals with clarity and confidence.

    This form will help us understand your unique needs and determine if we’re the right fit for you. Completing it should take approximately 15–20 minutes.

     

    Who Should Fill Out This Form?


    This form is for:

    • New or potential clients seeking tax preparation, bookkeeping, or business advisory services.
      • Existing clients or those seeking networking opportunities should contact us directly.
    • Individuals or business owners looking for a long-term relationship with a trusted CPA firm.

     

    Pricing Overview:


    For a full breakdown of our pricing structure, visit our Pricing Page.

    Here’s a summary:

    • Individual Tax Preparation: Starts at $300. Typical returns are between $850–$2,500.
    • Business Tax Preparation: The average return is $1,600.
    • Bookkeeping Services: Monthly fees start at $500.
    • Business Advisory Services: Starts at $3,000/mo

     

  • Contact Information

  •  - -
  • Preferred Communication Method:

  • About Your Needs

  • Are you looking for:*

  • What services are you looking for?

  • We offer both compliance and full-service options depending on our client's needs. Compliance work is the lowest service offering and is typically charged per service with options to add extras as needed.

    All full-service offerings (and bookkeeping) require a fixed monthly fee. You can, for example, opt for bookkeeping and compliance-only tax prep, in which case your bookkeeping will be a fixed monthly fee, and then tax prep would be charged separately.

    For most new or small businesses, bookkeeping should be enough, but if you are larger or looking for a more robust offering, then full service might be for you.

  • What type of tax services are you looking for:*
  • What type of bookkeeping/advisory services are you looking for:*

  • About Your History and Expectations

    Tax

  • There are different ways to prepare your tax return, whether you have used a self-service option (like TurboTax), used a big box firm (like H&R Block), or used a professional (like a CPA or EA). The question below specifically asks about tax professionals.

  • Have you used a tax professional in the past?*
  • What’s Most Important to You in a CPA/Financial Advisor? (Select up to 3):*
  • How involved do you want to be in financial decision-making and planning?*

  • About your Business

    Entity Tax
  • Was the business started this year?*
  • What is your business structure?*
  • Is your entity active?*
  • Are you looking for tax services for the owners as well?*
  • Are your books current, or is there a backlog that needs catch-up work?*
  • Do you currently have payroll?*
  • Does the business carry inventory?*
  • Does the business have (or plan to offer) an equity or profit-interests compensation plan for owners/employees?*
  • Does the business track costs by job or project?*
  • Are you considering an S-corporation election, or do you need one filed?*
  • Interested in evaluating a PTET election in your state(s)?*

  • About you

    Individual Tax

  • To give you an accurate price on this call, we'll ask a few quick questions about your tax situation now — it takes about two minutes

  • What is your filing status?*
  • Income - select all that apply*
  • Deductions*
  • Credits*
  • Other*
  • Do you have any unfiled prior-year returns, or a previously filed return that needs to be amended?
  • Do you currently have an open IRS or state tax notice, audit, or collections issue?
  • Did you complete (or plan to complete) a 1031 like-kind exchange this year?
  • Additional services if compliance only

  • About you

    Bookkeeping/Advising
  • Have you used a bookkeeper in the past?*
  • What services are you interested in?*
  • Do you have a certain date that your books need to be completed by each month?*
  • Who has been doing your books?*
  • What is your comfort level when it comes to bookkeeping?*
  • What are the top qualities and responsibilities you looking for in a bookkeeper/accounting professional? (please limit to top 5)*
  • Do you currently use accounting software?*
  • Are you using QuickBooks online?*

  • Compatibility Questions

  • Are you comfortable working with a completely virtual firm?*
  • Are you comfortable using a secure portal for uploading documents and for secure communications?*

  • Although we do not currently outsource any tax returns to third parties, whether locally or internationally, we often work outside of the United States or, in the future, may need to outsource some work. To be able to remain in compliance, we ask our clients to sign a consent to foreign disclosure letter (if you become a client there is a FAQ page that goes into more details about this)

  • Is this something you are comfortable with?*
  • Our tax preparation services require completing a tax organizer. Are you comfortable with this process?*
  • How organized are your financial records and documentation?

  • Thank you for your responses

  • Based on your responses, it looks like you may not be a good fit for our firm. We wish you the best of luck with your search for a tax and accounting professional.

  • Tax prep

  • Individual

    Our minimum fee for individual tax prep is $400. This is for clients who want to use a professional and only have W-2 income and interest income or for dependent returns when we prepare the parent's return. For average returns, you will be between $850 and $2,000.

     

    Entities

    The minimum for tax prep for most business clients is $2,000. Fees for nonprofits are lower than the minimums listed above.

  • Bookkeeping

  • Monthly bookkeeping - fixed

    Our minimum bookkeeping fee is $500. All fixed subscriptions include the price of your QBO account, rewind backup, data entry/transaction classification for bank and credit cards, some 1099s, and a financial review meeting. 

     

    Monthly/quarterly basic bookkeeping - hourly

    We have a cheaper hourly option for clients who are comfortable doing their own books and need a second set of eyes or infrequent help.

     

    Bookkeeping set up

    We offer 3 fixed tiers to choose from for those who need their books set up.

     

    Bookkeeping review/clean-up

    For those who only want review/clean-up, we offer 3 fixed tiers priced per quarter.

     

  •  
  • Should be Empty: