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01/09/2019
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Name
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Email Address
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I need professional services for
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Business
Individual Tax
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Business name
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Business Website
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Tell us a little bit about your business (what you do, who you serve, why you are in business, etc)
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Address
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Your Role
Type of Business
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Current CPA
How did you hear about us?
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Why are you looking for a new CPA?
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I understand that bookkeeping is a service included in every plan in order to make my accounting as easy and as accurate as possible
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Yes
No
What do you expect to pay monthly for our partnership?
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$300 - $500
$501 - $999
$1,000 - $2000
$2,001+
What do you expect to pay for professional tax services?
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$350 - $500
$501 - $850
$850+
Are your tax returns up to date?
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Are your accounting records up to date?
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No
We are a virtual firm. How comfortable are you working electronically?
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I grew up with the internet - very!
I can get by OK
I'm hesitant.
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Are you looking for a long term relationship with a CPA / Accounting firm?
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I'm not sure
What is the top problem or issue you think you need help with?
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On a scale of 1-10, how knowledgeable are you about how your taxes are structured or how your taxes work?
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On a scale of 1-10, how knowledgeable are you understanding the financial implications of day-to-day business decisions?
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