New Client Inquiry Form

  • 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.

  • Format: (000) 000-0000.
  • Is it okay if I text you at the number above for quick updates or questions?*
  • Are you interested in services for an individual, business, or both?*
  • What kind of help are you looking for? (Check all that apply)*
  • Have you filed all required prior year tax returns?*
  • Are you currently dealing with any tax issues (e.g., IRS letters, back taxes, audits)?*
  • How did you hear about me?*
  • Have you worked with a CPA or tax professional before?*
  • Are you comfortable using a secure online client portal for document sharing and communication?*
  • Are you comfortable meeting virtually (by phone or Zoom), or would you prefer to work with a CPA you can meet with in person?*

  • About Your Individual Tax Return

  • How would you describe your investment activities?*
  • Have you recently bought or sold any digital assets like cryptocurrency—or is that something you're planning to do?*
  • Do you have any rental properties?*
  • Do you have any foreign income or accounts in foreign countries?*
  • Did you live and/or work in more than one state during the past year?*

  • About Your Business

  • Business Structure*
  • Are your books up to date?*
  • What are you using to keep track of your books?*
  • Do you currently have a bookkeeper?*

  • Additional Details

  • Should be Empty: