Name

Name of Business or Non-Profit

Email Address

Phone

Street Address

City

State

What is your current situation with your CPA?What is your current situation with your CPA?Looking to switch to a more deeply involved CPA firmNever, this is my first time seeking a CPAOnly occasionally use a CPA (one-a-year tax compliance, as-needed)

What services are you seeking? Select all that apply.What services are you seeking? Select all that apply.Controllership / Routine Accounting HelpSoftware Selection, Implementation, and/or Clean-upBusiness Advisory (budgeting, forecasting, decisions, etc.)Tax Advisory and ComplianceSomething Else / Not Certain

What are your top priorities in working with a CPA? Select all that apply.What are your top priorities in working with a CPA? Select all that apply.Ability to directly reach my CPAPrompt responses directly from my CPADeep involvement in my affairsRelevant experienceKnowing exactly what services I will receive for a specified feeNone, I just price shop for the lowest cost

Briefly tell us about your situation and what you are hoping to accomplish.