Name* First Last Email* Phone*Have you worked with a certified public accountant in the past? If yes why are you changing professionals?Are you new to the area? If yes, what state did you move here from?Do you have children?Do you own rental real estate?Do you own a small business?Do you have investments outside of your current employer 401K plan?Are you experiencing a significant life changing event?What is your primary purpose in seeking a certified public accountant?How did you hear about me?Consent*Do you understand that all appointments are conducted electronically, with no in-person meetings? We use Zoom and other secure online tools for non-peak tax season appointments. Please confirm that you accept this format. I AgreeCommentsThis field is for validation purposes and should be left unchanged. Δ
