Client Intake Form

Please complete this form as apart of our first initial process. Sarah looks for as much opportunity as possible to help clients as we strive to deliver high quality accounting services. We will reach out to set up a consultation if Sarah believes we would be a good fit to work together. Thank you for your interest in working with Sarah Jones CPA!

First Name *

Last Name *

Phone Number *

What is your email? *

How did you hear about us? *

If someone referred you, please put their name so we can thank them

1. Personal tax or business tax? *

(Write personal, business, or both)

2. If business, what is the name and your current setup?

(LLC, Partnership, S Corp, C Corp, etc)

3. What was your income last year?

4. What services are you looking for? *

5. What is your biggest concern in your tax situation that we can help solve? *

FINAL NOTES :