New Client Onboarding Form

New Client Onboarding Form

Please provide your information to help us get started with your onboarding process.
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.
Rate your knowledge of taxation and how it applies to you*

1

2

3

4

5

1 is Very little, 5 is I'm a CPA
What is your primary goal in working with us? (Select one)*

I want a CPA who can file my taxes accurately and timely, as well as get back to me when I have questions.I would rather pay anyone other than the government, whatever can be done to eliminate my taxes I want to do.I want to better understand how tax work and how I can plan for the future to reach my goalsI'm starting a business and need helpOther
What services are of interest to you? (Select all that apply)*

Income Tax Preparation and PlanningBookkeepingPayroll (We do not offer payroll as a singular service, it can only be added if you become a tax client of ours)Tax and Overall Accounting Education and KnowledgeSuccession PlanningSetting up a New BusinessOther
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?*

YesNo
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?*

YesNo
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.
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