This intake helps us understand your situation before we connect. Most prospects complete it in 5–7 minutes. After review, we'll reach out to discuss whether we're a fit and recommend next steps.

Contact Information

Full Name *

Email *

Phone *

State of Residence: *

How did you hear about us? *

If referred, who referred you? *

If you are completing this on behalf of someone else, please provide the actual client’s contact information.

What is your occupation or industry? *

Estimated annual federal tax liability *

Under $25k

$25k – $75k

$75k – $200k

$200k+

Are you currently working with a CPA? *

Yes — Looking to switch

No — Never had one

Worked with one previously but not currently

DIY / TurboTax or other tax software

Have one but want a second opinion

What are you hoping a CPA or tax advisor can help you with most? *

Are you open to investing in proactive tax planning beyond preparation? *

Yes

No

Tell me more

Do you earn income, own property, or have business activity in more than one state? *

Yes

No

Not sure

When are you looking to get started? *

Immediately

Within the next 30 days

In the next 3 months

Just exploring options

If you answered "Immediately", what's driving the urgency?

Anything else we should know about you? *

Information Request

To give you the most accurate assessment, we may ask for a prior tax return or business financials. Could you provide these within a week if needed? *

Yes

No

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Next Steps:

Thank you for completing this form! Our team will review your responses and will reach out to schedule a call to assess if we are a good fit to work together.

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