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TAX & CONSULTING SERVICES
AUDIT & ASSURANCE SERVICES
Prospective Non-Profit Client Form
Prospective Nonprofit Tax Client Questionnaire
Primary Phone Number*
Other Tax Exempt
$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?*
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.
Which services are your interested in?*
Financial Statement Audit, Review, or Compilation
How did you hear about us?*
If you were referred, please let us know who to thank!
Please verify your request*
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