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Name
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
Street Address
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State / Province / Region
ZIP / Postal Code
Decision Maker Name
Your Role
Type of Business
Entity Type
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Current CPA
How did you hear about us?
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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
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Monthly Budget
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Budget
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Are your tax returns up to date?
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Are your accounting records up to date?
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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.
Not comfortable
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?
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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9
10
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