Basic Information

Full Name *

Email Address *

Phone Number

Company Name

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Type of Services Needed

Which services are you interested in?

Individual Tax PlanningBusiness Accounting / BookkeepingBusiness Tax Planning & FilingPart-Time CFO / AdvisoryBank Financing SupportNew Business FormationMergers & Acquisitions Due DiligenceReal Estate AdvisoryReal Estate Acquisition or Sale AssistanceNot Sure – Need Guidance

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Tell Us About Your Situation

Briefly describe your situation or goals

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Preferred Contact Method

Phone CallVideo ConferenceEmail First

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Best Time to Reach You

Morning (8am–12pm)Afternoon (12pm–5pm)Evening (5pm–7pm)Flexible

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Urgency

ImmediatelyWithin 30 daysWithin 90 daysPlanning for future

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Additional Business Advisory

Are you currently working with a CPA?

YesNo

Are you seeking ongoing advisory or project-based services?

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Acknowledgment

I understand that submitting this form does not create a CPA-client or brokerage relationship. Services are provided pursuant to a formal engagement agreement.