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
Firmbee Com Jrh5laq Mis Unsplash
Firmbee Com Jrh5laq Mis Unsplash
04/08/2023
Firmbee Com Jrh5laq Mis Unsplash
< 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
