CPA | BEND, OR New Client Inquiry Tell us about yourself InstagramThis field is for validation purposes and should be left unchanged.What type of inquiry is this?(Required) Individual Business Estate/Trust IndividualFirst name(Required)Last name(Required)Phone number(Required)Email address(Required) Street address(Required)Married?(Required) Yes No Spouse first name(Required)Spouse last name(Required)Spouse phone number(Required)Spouse email address(Required) What services are you interested in?(Required) Tax preparation Tax planning Wealth management Estate planning Financial planning Other Other service(Required)What are your sources of income?(Required) Employed (W-2) Investments Limited partnership interests (K-1s) Rental income Trust funds Business owner (K-1 or 1099) Pension/Retirement Social Security Inheritance Who is your current CPA?(Required)Why are you searching for a new CPA?(Required)How knowledgeable are you about your taxes?(Required) Extremely Very Moderately Slightly Not at all How did you hear about our firm?(Required)How did you hear about our firm?Client of the firmFriend or family memberAttorneyInvestment advisorWeb searchAINeighborOtherIf someone referred you, who can we thank?Typical minimum fee: Individual income tax returns start at $2,000.Individual fee acknowledgment(Required) I understand the typical minimum fee shown above. BusinessContact first name(Required)Contact last name(Required)Contact phone number(Required)Contact email address(Required) Physical address(Required)Business name(Required)What services are you interested in?(Required) Advisory Services Buy/Sell Transaction Financial planning Succession Planning Tax preparation Tax planning Other Other business service(Required)If you selected Other above.Who is your current CPA?(Required)Why are you searching for a new CPA?(Required)What software do you use to keep your accounting records?(Required)How knowledgeable are you about your taxes?(Required) Extremely Very Moderately Slightly Not at all Do you have a bookkeeper?(Required) Yes No How did you hear about our firm?(Required)How did you hear about our firm?Client of the firmFriend or family memberAttorneyInvestment advisorWeb searchAINeighborOtherIf someone referred you, who can we thank?Typical minimum fees for business income tax returns:Rental LLCs: $2,000Partnerships: $4,000S Corporations: $5,000C Corporations: $6,000Business fee acknowledgment(Required) I understand the typical minimum fees shown above. Estate/TrustTrustee first name(Required)Trustee last name(Required)Trustee phone number(Required)Trustee email address(Required) Physical address(Required)Do you need assistance with an estate (death related)?(Required) Yes No Deceased individual’s name(Required)Approximate value of their estate(Required)Official date of death(Required) Did the individual have a trust in place?(Required) Yes No Not sure Do you have an attorney?(Required) Yes No Do you need assistance with a trust?(Required) Yes No How knowledgeable are you about your taxes?(Required) Extremely Very Moderately Slightly Not at all How did you hear about our firm?(Required)How did you hear about our firm?Client of the firmFriend or family memberAttorneyInvestment advisorWeb searchAINeighborOtherIf someone referred you, who can we thank?Typical minimum fees for fiduciary income tax returns:Trust: $2,000Estate: $10,000Fiduciary fee acknowledgment(Required) I understand the typical minimum fees shown above. integrate google maps into website
