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(480) 994-4148

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Potential Client Questionnaire

Let's make sure we are a good fit for each other!

Customer Service:

480.994.4148

5635 N Scottsdale Rd #A-150
Scottsdale, AZ 85250

Did you know we have a client document mail drop for your convenience located on the northeast side of our building?

Please fill out the below form completely, so we can make sure that we are the right firm for your needs.

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Name*

First Last

Email*

Enter Email Confirm Email

Phone*

Address*

Street Address Address Line 2 City State ZIP Code

How did you hear about us?*

We would like to thank your referral source, so please let us know.

I would like more information about:*

Tax Services

Business, Estate or Trust Consulting

Client Advisory Services (Accounting Services)

Tax Services

Are you currently using a CPA firm or have you had a CPA firm assist you in the past?*

Yes

No

Are you needing tax preparation services for:*

Business

Personal

Both

Individual tax returns start at $995 and business returns start at $1,195. Will these starting prices be a concern for you?*

Yes

No

What do you feel is the biggest area of concern in your personal or business (or both) tax return?*

Where does your estate plan stand? Have you had it updated in the last 3 years?*

Business, Estate or Trust Consulting

Please provide a brief description of the consulting services you are needing.*

How soon are you needing consulting services?*

Client Advisory Services (Accounting Services)

Are you currently using a third-party for bookkeeping services (i.e external bookkeeper or CPA).*

Yes

No

What do you feel are the biggest areas of concern for your company’s accounting needs?*

How often are you looking for accounting services:*

Monthly

Quarterly

We specialize in cloud accounting services using QuickBooks Online (QBO). Are you currently using QBO or willing to switch over to QBO?*

Yes

No

We offer accounting services in tiered pricing that start at $450 a month. Will this pricing model be an concern for you?*

Yes

No

Name

This field is for validation purposes and should be left unchanged.

Tax Preparation and Consulting
Client Accounting Services
Estate and Trust Planning
Business Consulting

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5635 N. Scottsdale Road, #A-150, Scottsdale AZ 85250

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