New Client Application

Helping You Keep More of What You Earn.

Are you ready to take control of your financial future with expert guidance? Whether you're seeking local or remote services, our team is here to help with tax preparation, accounting, and business consulting tailored to your needs.

We work with individuals, small businesses, and growing enterprises to provide personalized strategies that save money, streamline operations, and maximize success. From simple tax filings to complex planning, we've got you covered.

Who Is This Application For?

This application is the first step to becoming a client and is perfect for anyone interested in our services. Whether you need help with:

Individual or Business Tax Preparation
Comprehensive Tax Planning
Bookkeeping and Accounting Services
Business Consulting and Advisory Services

Our team is ready to simplify your financial life and empower your success.

Why Work With Us?

Over 30 years of expertise in tax and business strategies.
Trusted by local and remote clients across the nation.
Personalized service tailored to your unique goals.

Take the First Step Today!

Complete the short application below to tell us more about your needs. Once submitted, our team will review your information and reach out to discuss how we can help. Let us handle the numbers so you can focus on what matters most.

New Client Application/Quote

First name*

Last name*

Email*

Phone*

Are you seeking services as an individual, business owner, or both?*

Individual

Business

Both

How did you hear about us?

Friends

Social Media

Other

What services are you interested in?*

Individual Tax Return

Corporate Tax Return

Accounting

Payroll

Quick Books Review

Consultation

Notice Resolution

1099's

New Business Setup

Projections

Prior year tax work

Other

What types of income do you receive? (Select all that apply): *

W-2 (1 or 2)

W-2's (over 3)

Single Owner LLC

Self Employed (Schedule C)

Farm Income

Rental Income

Stock or Investment Activity

Other

If you selected farm income, how many farms do you own?

If you selected rental income, how many properties do you own?

Do you have stock activity, such as buying, selling, or dividends?*

Yes

Have you sold a house or had other capital gains this year?*

Yes

Do you have any specific challenges or questions you'd like to address?

Is there anything else you'd like us to know about your situation?

What do you most hope to gain from partnering with us?

Any accounting, business or tax advice contained in this communication, including attachments and links, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis under a separate engagement.