SYNERGY FLAGSTAFF
CLIENT SUPPORT & MEETING REQUEST FORM
SECTION 1 — Your Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Are you an existing Synergy Flagstaff/RCN CPAs client or a new/prospective client?
*
Existing client
New/prospective client
SECTION 2 — How Can We Assist You?
What do you need help with today? (Select all that apply)
*
Request a meeting
Tax projection (2025)
IRS or State notice
Question about my prior-year tax return
Withholding or payroll question
S-Corp salary question
Sales Tax / TPT
Bookkeeping or accounting question
Starting a new business
Upload documents
Something 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)
Upload a File
Drag and drop files here
Choose a file
Cancel
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SECTION 5 — Preferred Response Method
How would you like us to respond?
*
Email
Phone call
Video call
No meeting needed — just send the answer
SECTION 6 — Response Timing
When do you need a response?
*
Within 48 hours
Within 5 business days
No urgency
Submit
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