Please Complete the following form to start your onboarding. Prospective Client Intake Form Name * First Name Last Name Email * Phone (###) ### #### Address Address 1 Address 2 City State/Province Zip/Postal Code Country Select all that apply to you Employee of a Business Employer Independent Contractor Self-Employed Business Owner Partnership Corporation What services are you needing? Tax Return Filings Tax Planning Bookkeeping Anything you would like us to know ahead of time? Thank you! You should hear from us within 24 hours. We will schedule an interview with you to determine if you’re a fit for our company. Based on our discussion we will recommend the level of service that fits your needs and send you the next steps.
