QUOTE

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Please complete the quote form below and we will do our best to respond within 48 hours.  Thank you for your interest.

 
*Company Name 
*Contact Name 
*Phone Number 
*Email 
Business Address 
   
   
 

Do you need individual tax
preparation services?

   
   

 

Do you have any complicated tax situations such as a sole proprietorship, rental properties?

If so, please explain:

   
   

 

Do you need personal financial counseling and/or
budget planning assistance?

   
   

 

Do you need IRS representation
assistance?
   
   
 

Do you need business tax preparation services?

If so, what type of entity is it?

   
   
 

Will you need other accounting services?

 Payroll Processing
Accounting Services
Bookkeeping
Other

   

 

Would you rather us contact you by email or phone?
   

 

What is the best time to reach you by phone?
   
   
 

What is the most important things to you from service standpoint?

   
   
 

Have you had a accountant/tax professional in the past?

   
   
 

Are you seeking a one-time service or a long-term relationship?

   
   
 

Message/Comments

   
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