Individual Tax Prospect Questionnaire

Please complete this form to enable us to connect you with one of our team.

First Name*

Last Name*

Email*

Street Address

City*

State*

Zip Code

Primary Phone Number*

Have you worked with a CPA in the past?*

What is your reason for contacting a CPA?*

Are you a business owner or business investor?

If you own a business, do you file a Schedule C for your business?

If you own a business, do you receive a K-1?

Do you receive 1099-Misc forms?

Do you receive 1099-NEC forms?

What services are of interest to you? Check all that apply.*

Tax Planning

Tax Preparation

Consulting

Wealth Management

Other

Please verify your request*