Email Address

How did you hear about us? How may we serve you?

Who was your former CPA and why are you changing firms? Do you have an outstanding balance with them?

What did you like about their services?

What did you NOT like? (We don't want to repeat the same thing!)

What is the most important thing you value in CPA services?

Have you had significant changes in your living situation, income or expenses since filing your last tax return?

Are you expecting significant changes in your living situation, income or expenses?

How are you covering your federal health insurance obligation for yourself and anyone claimed on your tax return? Do you expect to make any changes this year?

How are you addressing your retirement planning and funding needs?