Client On-Boarding
Every business situation is unique. Submit this form to get the process started with a new client! All consultations are strictly confidential.
New (Potential) Client Name
New Client Email address
New Client Phone Number
Referring Team Member
How can we make this client's life better?
Tax Return Prep (Personal)
Tax Return Prep (Business)
Tax & Accounting Review
Payroll
PET
Bookkeeping & Accounting
Monthly Financials
Sell a Business
Buy a Business
Capital Raise
Starting a New Business
Valuation Work
Commercial Real Estate
Other
Do you want to attend the initial discovery call?
Additional Notes
SUBMIT
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