Client Intake Form
Please fill out this form if you found me on social media and are interested in hiring my services. Your responses help ensure we are a good fit.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
You understand that the minimum fee we charge is $2,500?
*
Yes, I understand and I am ready
Not yet, I am just exploring
How did you find me?
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Instagram
Facebook
TikTok
LinkedIn
Other
Services you are interested in (please chose one or more)
Financial Planning (Investments over 500,000)
Tax notice resolution
Strategic Tax Planning
Other
Submit Inquiry
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