New Client Inquiry

  • New Client Inquiry

    This information will be used to assist in determining how our firm can help assist you.

  • Estimated time to complete: less than 10 minutes

  • We’re excited to explore how we can support you on your financial journey. Our firm prides itself on building long-term relationships and offering a full 360° approach to tax and wealth management through our Advisory program. To help us serve you best, please answer the preliminary questions below and watch the short video introducing our Advisory services. At the end, you’ll have a chance to upload your two most recent tax returns so we can hit the ground running.

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  • Why are you looking for a new accountant?*
  • What factor is most important to you in*
  • What factor is most important to you?*
  • After watching, would you like to learn more about how our Advisory program could benefit you?*

  • Note: Many clients begin with tax services and add Advisory later. We're happy to meet you where you are and revisit Advisory when you're ready.

  • Thank you for your decision regarding our Advisory program. While our Advisory clients benefit from exclusive year-round tax insights and comprehensive financial planning, we understand this option may not be the right fit for everyone.

    Should you wish to learn more about the benefits of our Advisory program and how WealthCare can help you stay educated and strategic with your financial planning, we encourage you to let your WealthCare team know how we can help in any way.

  • Contact Information

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Are you a business owner?
  • Is your business address the same as your home address?
  • Is this your main source of income?
  • Which returns might you need us to file? (select all that apply)*
  • How did you hear about WealthCare?*

  • Meeting Preferences

  • We schedule an initial paid consultation after reviewing your info and two most recent tax returns.

  • At which locations would you like to have meeting? Please select any that are most convenient for you*
  • What time of day would you prefer to meet?*
  • What day(s) work best for your schedule? (select all that apply)*
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  • Additional Services (optional - check any that interest you)

  • Almost done!

    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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