• Lamas CPA — New Client Intake

  • Let’s Get Started

    Step 1 of 3 — Tell us a little about yourself and how Lamas CPA can help. This should only take a few minutes.
  • Format: (000) 000-0000.
  • How do you prefer we contact you?*
  • Who are you seeking services for?*

  • How Can We Help?

    Step 2 of 3 — Select all services that apply. Please keep descriptions high-level and do not include sensitive identifiers.
  • What services are you interested in?*

  • Business Details

  • Entity type*
  • Approximate annual business revenue*

  • Individual Tax Preparation

  • Which of these apply to your return?

  • Business Tax Preparation

  • Do you need filings in more than one state?*
  • Are your books current and reconciled?*

  • Monthly Business Services

  • Approximate monthly transaction volume*
  • What accounting system do you currently use?
  • What support are you looking for?*
  • Is cleanup or catch-up bookkeeping needed?*

  • Tax Planning & Advisory

  • Are you seeking planning for an individual, business, or both?*
  • When would you like to begin?*

  • IRS Notice Assistance

  • What type of IRS matter is involved?*
  • Is there a response or payment deadline?*
  • Deadline*
     - -
    2 digit month, 2 digit day, 4 digit year

  • IRS Audit / Examination Representation

  • Is an IRS examination or audit already open?*
  • What type of return is involved?*
  • Is there an upcoming IRS deadline or appointment?*
  • Deadline / appointment date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Other Services

  • A Few Final Details

    Step 3 of 3 — A few final details to help us prepare for your conversation.
  • When would you like to get started?*
  • How did you hear about Lamas CPA?

  • Please do not submit Social Security numbers, tax returns, W-2s, bank information, or other sensitive documents through this form. If we move forward, Lamas CPA will provide a secure portal for document exchange.

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