Client Discovery Assessment

Servant Leader Tax Group

Client Discovery Assessment
This form helps us understand your unique financial needs and goals. By evaluating your current practices, challenges, and objectives, we tailor our accounting, bookkeeping, and tax services to best fit you. This is the first step in building a successful partnership with our CPA practice.

If we're confident we can meet your needs, you'll receive a follow up email with a link to schedule a discover meeting to discuss next steps. In the event we determine that your needs are better suited for another solution, we'll provide a thoughtful recommendation to ensure you receive the best support possible.
Name*

First NameLast Name
Business Name (if applicable)
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Location (City, State, Zip)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Other Considerations
What are your goals for working with a CPA? (e.g., Improve cash flow, minimize taxes, scale business, compliance, etc)*
Which of the following best describes your ideal relationship with your CPA?*

A long term partnership where we work closely to identify and address my business needsA consulting relationship where my CPA explains and educates me on taxes and financial literacyA relationship where I can completely outsource my business financial obligations with minimal contact from meOther
Should be Empty:

Servant Leader Tax Group