Initial Consultation Request Form
Completing this form will help you get the most out of your initial consultation.  By providing the following information now, we will be able to discuss the issues that really matter to you during our call.

To help you make the best decision for your situation, I have included some of my fee minimums below:  
  • Individual Tax Returns: $900
  • Individual Tax Returns with Rental Property (Schedule E): $2,250
  • Individual Tax Returns with Sole Proprietor Business (Schedule C): $2,250
  • S Corporation and Partnership Tax Returns: $2,200
  • Bookkeeping: $300 / month
  • Payroll: Custom Quote Necessary
Tax preparation fees at my firm are primarily based on the complexity of the work involved.  As the complexity of your returns increases/decreases, so does your fee.  

You should select a tax advisor that is not only competent to prepare your returns, but one that can communicate with you in a way that is suitable for you understanding what's reported on your returns.  Selecting an advisor based on the lowest fees might mean that you end up costing yourself much more in the future.  Correcting prior year returns is much more expensive than doing them right the first time.  Also, penalties from taxing authorities can be substantial.  

Sign in to Google to save your progress. Learn more
Email *
What is your first and last name? *
What is your phone number? *
If you are married, what is your spouse's first and last name?
Who referred you to my practice (if you were referred)?  
Do you have any investments in brokerage accounts (not including retirement accounts like 401(k)s) or receive any K-1s?
Do you own any rental real estate?
Are you current with your income tax filing and payment requirements?  If not, what years/returns do you still need to file and/or how much do you owe in taxes? *
What are the questions you would like me to answer for you?  This is the most important part of the call!   *
Business Questions
If you own a business, the following questions will help ensure that our call focuses on the items that matter to your specific situation.  If you don't own a business, none of the following questions will apply to you.
What is the legal name of your business(es)?
Who owns your business?  Provide a list of owners along with their respective ownership percentage.
What type of entity is your business?
Clear selection
Briefly describe your business (what do you do)?
Do you operate in multiple states?  If so, which ones?
What software do you use to keep the books for your business?
Clear selection
Who is your bookkeeper?
Do you have employees?
Clear selection
If you have employees, who is your payroll provider?
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of jtgcpa.com. Report Abuse
Google Forms