New Client Introduction

New Client Introduction

Thank you for your interest in working with Macfarlane CPA, PC. Our desire is to work with integrity and help individuals and business owners navigate taxes and businesses in an understandable way. Please complete these quick questions to move forward with an introduction and our team will reach out to you within two business days.
Customer Details:
Full Name*

First NameLast Name
E-mail*
example@example.com
Phone Number*
Where are you located?*

Street Address

Street Address Line 2

CityState

Zip Code
How did you hear about us? *
Please provide the name of the person who referred you so we can thank them!
Are you current with your tax filing obligations?*

YesNo
Do you have business or real estate activities?*

Sole proprietorship (includes single-owner LLC)PartnershipS-CorporationC-corporationReal estate (rentals or investments)None
Tell me a little about your business or real estate:*
How do you currently handle your business accounting?*

I outsource the bookkeeping to a professional bookkeeperMy team or I handle the bookkeeping internallyOther
What value do you place on tax planning?*

Taxes are an annual obligation I get done once a year. No planning required.I like to do a year-end check in so I'm not surprised.I like to proactively manage my tax plan during the year.
In the past, how did you file your tax returns?*

I filed them myselfI used a tax professional
Is there anything else we should know?
Pricing

After an introductory meeting with one of our CPAs, you will receive a three-tiered proposal with the service options that our firm provides allowing you to choose the level of service that best fits your needs.
I acknowledge the average price range for individual tax returns is $850-1,725, but will vary and may exceed this range based on scope and complexity (small business, rental properties, K-1s from passthrough entities, multi-state returns, etc.)*

I acknowledge
I acknowledge the average price range for business entity tax returns is $1,850-2,900, but will vary and may exceed this range based on scope and complexity.*

I acknowledge
I acknowledge price for planning, advisory, resolution, and other services varies based on scope and will be agreed upon in advance.*

I acknowledge
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New Client Introduction

Pricing