Your First Name
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Your Last Name
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Your Email Address
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Your Phone number
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Why are you changing accounting professionals or hiring an accounting professional for the first time?
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What changes are you looking to make to achieve your personal and/or business goals?
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Do you own a business(s)?
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What is your approximate gross revenue for each business?
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Approximately how many monthly transactions does each business have?
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How many years has each company been in business?
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List any issues within your business you would like to address (revenue/cash flow, operations, receivables etc.)
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Are you in need of, or interested in:
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Please list any complex areas of your tax return such as rental properties, stocks, etc.
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