Consulting Services Form

We offer consultation services for tax, general accounting, and financial planning.

Please complete the following form and return it to us so we may schedule your consultation. Our consulting rate is $ 250-500 per appointment, up to 1 hour. Payment is due at the time of your scheduled appointment (cash or check preferred).

Name

First Name

Last Name

Business Name

Mailing Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone Number

Preferred method(s) of contact

Phone

Interest(s)

Tax consulting

General accounting

Financial planning

Brief explanation of reason for consultation:

Please bring applicable documents to your appointment.

For tax consulting services, bring a copy of your most recently filed tax return (personal, business, and/or estate).
For accounting consulting services, bring financial statements and supporting documents.
For financial planning services, bring the financial planning forms we provide.