Needs Assessment: How can we be AWESOME for you?
We use this form to help us understand what you need our firm to handle for you. Feel free to upload documents, attachments or anything else you think we may need to know / have to properly assist you with your needs.
EXAMPLES: Taxes for 2015 moving forward; Bookkeeping starting May 2018; Create a Tax Strategy for my family & businesses
Max. file size: 1 GB.
Drop files here or
This is VERY helpful for our team to have before our meeting so that we can be prepared to speak details on our call. Feel free to black out your social security #'s, etc as you feel appropriate. We are CPAs and have a duty to protect your information, so this step is not necessary (only if you feel you wish to)
EXAMPLES: I am a new business owner and need a CPA; I had XXX issue with my previous CPA/Bookkeeper; I've never had a Tax Strategy before and want to save TONS of money! 🙂
Examples: I want to reduce my taxes; I want to get monthly bookkeeping statements each month; I don't want to do my own bookkeeping anymore.
EXAMPLES: No timeline; ASAP; I need to apply for a bank loan in 30 days
EXAMPLES: You LOVE texting! You HATE bookkeeping!