New Client Inquiry Form

Hi there! Thank you for your interest in working with me. To make sure I'm the right CPA for your needs, please take a few minutes to answer the following questions. This will help me understand your situation and determine if we'd be a good fit.

Name*

First NameLast Name

Email Address*

Phone Number*

Is it okay if I text you at the number above for quick updates or questions?*

YesNo

Are you interested in services for an individual, business, or both?*

IndividualBusinessBoth

What kind of help are you looking for? (Check all that apply)*

Have you filed all required prior year tax returns?*

YesNo

What year(s) need to be caught up?

Are you currently dealing with any tax issues (e.g., IRS letters, back taxes, audits)?*

YesNo

If yes, please provide a brief summary.

Are you located in Oregon or another state?*

OregonOther

How did you hear about me?*

Referred by someoneInternet searchSocial mediaOther

Who can I thank for sending you my way?

What prompted you to reach out for CPA services at this time?*

Have you worked with a CPA or tax professional before?*

YesNo

Are you comfortable using a secure online client portal for document sharing and communication?*

YesNo

Are you comfortable meeting virtually (by phone or Zoom), or would you prefer to work with a CPA you can meet with in person?*

Virtual meetings are great!I'd like a CPA who offers in-person meetings

New Client Inquiry Form

About Your Individual Tax Return

About Your Business

Additional Details