Gil & Schonig CPAs LLP — New Client Inquiry
Please fill out this form to inquire about our CPA services and provide your details.
Contact Information
Full Name
*
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business name (if applicable)
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
*
Email
Phone
Best time to contact you
Please Select
Morning
Afternoon
Evening
Background Information
Are you inquiring for business or personal assistance?
*
Business
Personal
Both
What industry is your business in?
*
Please Select
Retail
Restaurant / Hospitality
Real Estate
Construction / Contracting
Healthcare / Medical
Legal / Professional Services
Technology
Manufacturing
Transportation / Logistics
Non-Profit
E-Commerce
Financial Services
Agriculture
Not a Business
Other
Do you currently have a CPA or accountant?
*
No - I do not use a professional
Yes — looking to switch
Yes — need additional services
What is your primary reason for reaching out?
*
Please Select
Starting a new business
Dissatisfied with current accountant
Need specialized expertise
Life event (marriage, divorce, inheritance, etc.)
Was referred to your firm
Other
If switching — main reason for leaving your current accountant?
Please Select
Poor communication or responsiveness
Errors or quality concerns
Pricing
Lack of proactive tax advice
Availability issues
Prefer not to say
Other
Our minimum engagement fee is $1,000. Do you understand and agree to this minimum?
*
Yes — I understand and agree
No — this does not work for me at this time
Do you require hard copies of documents (tax returns, audit reports, etc.)
Yes - I only want to deal with paper copies
No - I prefer digital only
Both - I am flexible with how information and work is shared
How did you hear about us?
*
Please Select
Google Search
Referral from a client
Referral from a professional
Social media
Online directory
Other
If referred — who referred you?
Service Needs
What type of client are you?
*
Individual
Business
Trust/Estate
Non-profit
Other
Which services are you interested in? (Select all that apply)
*
Tax Preparation
Tax Planning
Tax Audit Assistance
Bookkeeping
Fractional Controller/CFO
Business Advisory
Audit
Review
Compilation
Other
Additional notes or questions
Please describe your inquiry or specific needs
*
I consent to being contacted by Gil & Schonig CPAs LLP regarding my inquiry and to receive email communications
*
I consent to being contacted by Gil & Schonig CPAs LLP regarding my inquiry and to receive email communications
Submit Inquiry
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