NEW CLIENT ONBOARDING

Let's get to know you.

A few minutes, no documents needed yet. A partner reviews every submission personally.

Step 1 of 4 General information

Don't fill this out:

General information

Just the basics, so we know who we're talking to.

Full name

Phone

Household

This affects how your return and planning are structured.

Marital status

Number of dependents

State(s) you file in

Income & business

Tell us where your income comes from.

I own a business An operating company — services, retail, trades, or a professional practice. Individual & family only Personal income, investments, or family financial matters — no business involved.

Household income, last year

Years in business

Who currently keeps the books?

Industry — check what applies

Real estate Construction / contracting Medical / healthcare Retail / e-commerce Professional services Agriculture / farming Restaurant / hospitality Other

Business name

Annual business revenue

Entity type

Almost done

This is what actually helps us prepare for a first conversation.

Who prepared your return last year?

Any of these last year or coming up?

Marriage or divorce New child Home purchase or sale Retirement Inheritance Selling a business Starting a new business None of these

Which level of service are you interested in?

What are your pain points currently?

Your information is held in confidence and never shared. Submitting this does not create a client relationship.

✓

Thank you.

A partner will review your answers personally and follow up within two business days. Check your email for a confirmation.

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