Client Intake Form

Name *

Email address *

Phone number

Business Name

What type of services are you interested in? *

Please select at least one option.

Construction Accounting

Tax Preparation

Tax Planning

IRS/Tax Problem Resolution

Financial Statements

QuickBooks Consulting

Not sure / Need guidance

Which best describes you? *

Please select at least one option.

Construction business owner

Small business owner or entrepreneur

Individual seeking personal tax help

Other (please specify)

Other

Tell us a little about your current situation or what you'd like help with.

How soon are you looking to get started? *

Immediately

Within the next 30 days

1–3 months

Just exploring options

File Upload

Select a date and time *

Select a date and time

September 2018

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Morning

Afternoon

Evening

No availability, try another day

*

Please select at least one option.

I agree to the Privacy Policy and understand that my data will be securely stored and not shared with third parties without my consent.

Jerry Davis, CPA, P.C.