CLIENT SUPPORT & MEETING REQUEST FORM

SYNERGY FLAGSTAFF
CLIENT SUPPORT & MEETING REQUEST FORM
SECTION 1 — Your Information
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Are you an existing Synergy Flagstaff/RCN CPAs client or a new/prospective client?*

Existing clientNew/prospective client
SECTION 2 — How Can We Assist You?
What do you need help with today? (Select all that apply)*

Request a meetingTax projection (2025)IRS or State noticeQuestion about my prior-year tax returnWithholding or payroll questionS-Corp salary questionSales Tax / TPTBookkeeping or accounting questionStarting a new businessUpload documentsSomething else (please specify)
If 'Something else', please describe
SECTION 3 — Details
Please briefly describe your question or request*
SECTION 4 — Upload Documents
Upload any relevant documents (optional)

Cancelof
SECTION 5 — Preferred Response Method
How would you like us to respond?*

EmailPhone callVideo callNo meeting needed — just send the answer
SECTION 6 — Response Timing
When do you need a response?*

Within 48 hoursWithin 5 business daysNo urgency
Should be Empty:

SYNERGY FLAGSTAFF