New Client Onboarding Form

Full Name

First NameLast Name

Business Name (if applicable), and how many years in business

What is your entity type for your business, and how many owners

Email Address

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Rate your knowledge of taxation and how it applies to you

1 is Very little, 5 is I'm a CPA

What is your primary goal in working with us? (Select one)

Other

What services are of interest to you? (Select all that apply)

Who is your current CPA? (We won't contact them, this helps us understand the quality of work you are currently receiving)

How did you hear about us?

Do you have any urgent issues or high priority items that we need to be aware of?

Will all owners be present at our meeting?

If we all agree we are a good fit, do you have your past 2 years tax returns you can provide to us at our initial meeting?

These questions will help us be prepared for our initial meeting which should take anywhere from 30 to 60 minutes. We will not discuss price at our initial meeting, this is a time for us to learn about you and you to learn about us, as such, there is no fee for our initial meeting.

We strongly encourage you to think of the pain points you have with your current CPA, or questions about how we work so we understand what your needs are and you can get the answers you need to make a decision.

Our process is different from most firms because we want to establish a relationship with our clients, not just conduct a transaction.