The purpose of an initial consultation is for the CPA to advise you, the prospective client, what may be done for you and determine if our firm is a good fit for you. The purpose is not to fully assess a matter within the time allotted or with the documents you may be able to provide at the initial consultation.

One of three outcomes is possible following your consultation.

1.      You and the CPA mutually agree to the engagement and you will sign an engagement letter.

2.      The CPA declines the engagement.

3.      You decide not to use the services of our firm.

Please provide the following information in preparation for your upcoming appointment:

Taxpayer
Name *
Name
Phone *
Phone
Birth Date
Birth Date
Spouse
Name
Name
Phone
Phone
Birth Date
Birth Date
Dependents
Communication Preferences
How can we help?
Who is your consultation with? *