New Client Introduction

New Client Introduction

Thank you for your interest in working together. Our desire is to 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*
How did you hear about us? *
Please provide the name of the person providing a direct referral 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?
Average Fee Acknowledgement

By completing this section, you acknowledge that average fees are a not a guarantee. A quote will be provided based on the anticipated scope of services during our introductory meeting.
I acknowledge the average fee for individual tax returns is $750-1,500, but will vary and may exceed this range based on scope (small business, rental properties, farm, etc.)*

I acknowledge
I acknowledge the average fee for business entity tax returns is $1,750-2,500, but will vary and may exceed this range based on scope.*

I acknowledge
I acknowledge the fee 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

Average Fee Acknowledgement