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Melissa A Schiff CPA , PC

Relax, we can handle it.

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New Client Application/Quote

First name*

Last name*

Email*

Phone*

Year of most recently filed Tax Return

What state do you live in?

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.

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