New Client Inquiry

Contact Information
Contact Name*

First NameLast Name
Spouse Name (if applicable)

First NameLast Name
Primary Email*
example@example.com
Spouse Email
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Contact Phone Number*
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Spouse Phone Number
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Home Mailing Address*

Street Address

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How did you hear about WealthCare?*

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Who referred WealthCare to you?
Current Tax Preparer*
What are you looking for in a new Tax Preparer or Advisory Relationship?*
Anything else we should know?
On a scale of 1 - 10 (with 1 being the least), how knowledgeable are you about how your taxes work?*

Upload PDFs of your two most recent tax returns here.If you don’t have electronic copies, you can bring or mail paper copies to:WealthCare, 210 Main Street, Cold Spring, MN 56320Review of prior returns lets us spot opportunities or corrections before we begin working together.

Two Most Recent Tax Returns
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Additional Services (optional - check any that interest you)

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Click SUBMIT to send your responses. We’ll review your information and reach out promptly to arrange next steps. Thank you for choosing WealthCare—we look forward to working with you.
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