Step 1 - Prospective Tax Client Interview (Ashlee)
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To ensure we receive accurate information to conduct your Prospective Tax Client Interview effectively, we kindly request that you complete the following questionnaire. Your responses will help us gather all the necessary information to make sure we are a good fit, give us a glance at maximizing your deductions, and ensure compliance with tax laws. Please provide as much detail as possible. If a question doesn't apply please do not leave blank but put N/A.

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Make an Appointment: You will be able to choose from available Appointments on the next step
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