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Prospective Client Inquiry

Managing taxes and financial responsibilities can be complex, whether you’re an individual or a business owner. We partner with our clients to provide accurate, thoughtful tax and accounting support, with an emphasis on clear communication and proactive guidance throughout the year. If you’re exploring a CPA relationship, we invite you to submit a Prospective Client Inquiry to learn more about working together. Please review our Services & FAQ page for details on our services and base pricing. Please note: During the January–April tax filing season, we are unable to onboard new clients. Prospective client inquiries are welcome, and meetings will be scheduled after May 1.

First & Last Name*

Business Name (if applicable)

Phone Number*

Email*

Are you currently working with a CPA or have you worked with a CPA in the past?*

Are you current on all tax return filings?*

What are your primary financial goals or challenges?*

How did you hear about us?*

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