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New Client Application
Congratulations on taking your first step towards peace of mind! The purpose of this application is to help us identify what your next step is so that we can better serve you. Once you have completed the application allow us 24-48 hours to review it. Then we will reach out to you with the next step.
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First Name
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Your answer
Last Name
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Your answer
Email
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Your answer
Spouse (if applicable) First and Last Name
Your answer
Spouse Email (if applicable)
Your answer
How did you hear about Wooten CPA (referral, google search, etc)?
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Your answer
Briefly describe why you are looking for a CPA firm at this time.
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Your answer
Please list one to three outcomes you hope to accomplish by engaging our services.
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Your answer
Which area would you like to eliminate stress?
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Personal taxes (including tax prep, IRS notices, tax planning, etc.)
Business taxes (including tax prep, bookkeeping, tax planning, payroll, etc.)
Personal & Business taxes
Personal or Business Finances
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