Skip to content
Client Assistance
Client Center
Make a Payment
Facebook
LinkedIn
HOME
ABOUT US
PEOPLE
SERVICES
TAX & CONSULTING SERVICES
AUDIT & ASSURANCE SERVICES
CLIENTS
BUSINESS INVESTORS
PRIVATE COMPANIES
NON-PROFITS
RESOURCES
VIDEOS
ARTICLES
ADVANTAGE MAGAZINE
TAX UPDATES
REFUND TRACKER
CONTACT US
Prospective Non-Profit Client Form
ashley
2021-05-25T15:36:25+00:00
Prospective Nonprofit Tax Client Questionnaire
Company Name
First Name*
Last Name*
Email*
Street Address*
City*
State*
Zip Code*
Primary Phone Number*
Nonprofit Type
501(c)(3)
501(c)(6)
Private Foundation
Other Tax Exempt
Company Revenue*
$5 million or greater
$1,000,000 to $4,999,999
$500,000 to $999,999
less than $500,000
If other, please provide details.
Have you worked with a CPA in the past?*
Yes
No
I'm not sure.
What is your reason for contacting a CPA?*
I have complex tax sitation(s).
I don't have time to handle my taxes.
I want to work with a trusted advisor to help me meet my goals.
Other
Which services are your interested in?*
Tax Planning
Tax Preparation
Monthly Bookkeeping
Financial Statement Audit, Review, or Compilation
Consulting
Wealth Management
Board Training
How did you hear about us?*
Referral
Website
Social Media
Other
If you were referred, please let us know who to thank!
Please verify your request*
Submit
Marketing by
ActiveCampaign
Go to Top