Client Area
Business and Payroll
Karbon Portal
Secure File Sharing
919-401-0005
Toggle navigation
919-401-0005
Home
Services
Our Service Packages
Business Services
Individual Tax Services
Resources
Business Guides
SafeSend Tax Returns
About us
Our Firm
Our Team
Blog
Contact
age-barros-602628-unsplash
age-barros-602628-unsplash
01/23/2019
< Previous
Newsletter Signup
Email
*
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.
Δ
Contact Form
Step
1
of
3
33%
Name
*
Email Address
*
Mobile Phone
*
I need professional services for
*
Business
Individual Tax
Both
Business name
*
Business Website
*
Tell us a little bit about your business (what you do, who you serve, why you are in business, etc)
*
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Decision Maker Name
Your Role
Type of Business
Entity Type
*
Current CPA
How did you hear about us?
*
Why are you looking for a new CPA?
*
I understand that bookkeeping is a service included in every plan in order to make my accounting as easy and as accurate as possible
*
Yes
No
What do you expect to pay monthly for our partnership?
*
$300 - $500
$501 - $999
$1,000 - $2000
$2,001+
What do you expect to pay for professional tax services?
*
$350 - $500
$501 - $850
$850+
Are your tax returns up to date?
*
Yes
No
Are your accounting records up to date?
*
Yes
No
We are a virtual firm. How comfortable are you working electronically?
*
I grew up with the internet - very!
I can get by OK
I'm hesitant.
Not comfortable
Are you looking for a long term relationship with a CPA / Accounting firm?
*
Yes
No
I'm not sure
What is the top problem or issue you think you need help with?
*
On a scale of 1-10, how knowledgeable are you about how your taxes are structured or how your taxes work?
1
2
3
4
5
6
7
8
9
10
On a scale of 1-10, how knowledgeable are you understanding the financial implications of day-to-day business decisions?
1
2
3
4
5
6
7
8
9
10
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.
Δ
