New Client Form

You are here:

Please fill out the following form so we can better serve you.

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Phone

Address

Street Address Address Line 2 City State ZIP Code

Preferred office location

Le Sueur

Belle Plaine

Windom

Remote

How did you hear about us?(Required)

Referral

Website

Facebook

I am a previous client

Other

Please share with us the name of the person who referred you

Select current tax and accounting fee range.(Required)

Note: this is used to give us an idea. Formal quotes will be provided upon review of tax returns

$300 – $499

$500 – $999

$1,000 +

Other

What tax and accounting services are you needing?(Required)

Briefly describe your income tax situation (types of work, businesses, rentals, etc).(Required)

Do you have previous year's tax returns that you would like to send us?(Required)

If you answer “yes”, upon submission you will be directed to our secure portal to upload your files.

Yes

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Phone

This field is for validation purposes and should be left unchanged.