New Client Discovery Form
Thank you for your interest in working with our firm. Please fill out this form so I can gather your information. After you fill out the form, you will see my Calendly so you can book an appointment.
Contact Information
Name
*
First Name
Last Name
Primary Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What services do you need assistance with?
*
Individual Tax Preparation
Business Tax Preparation
Trust/Estate
Non-Profit
Bookkeeping
Payroll
Real Estate Investment Property
Other
Do you own a Business?
*
Yes
No
Full Business Name
*
Owners of Business
*
Full Business Address (only if different from above)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How did you hear about us?
*
Please Select
Referral
Internet
Networking
Other
Who referred you to us?
*
Internet Type
*
Please Select
Google
Facebook
Reddit
Instagram
LinkedIn
Other
Which Networking event did we meet at?
*
The minimum fee that we charge for clients who wish to only have their Individual Tax Return completed is $500.
Submit
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