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Request for Client Relationship

Please fill out the form below to express interest in a client relationship with our firm.

By submitting this information, you are formally requesting a client relationship with our firm. All requests for client relationships with our firm are subject to review and approval by our firm’s leadership team.

(* - required field)

Name*
Prefix First Last
Title*
Organization's Full Legal Name (or TBD If Organization Not Yet Formed)*
Date Organization Was Formed (or TBD If Organization Not Yet Formed)*
Organization's Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Office Extension
(if applicable)
Phone Type*
Email*
Organization's Fiscal Year End (or TBD If Not Yet Determined)*
Brief Description of the Organization's Activities (or Planned Activities If Not Yet Formed)*
Check the box for the type of tax services in which you are interested (check all that apply):*
- Assistance with obtaining IRS recognition of exempt status
- Other tax advisory services
- 990 or other return preparation services
If you are requesting 990 or other return preparation services from the options above, please upload your most recently filed returns for which you are requesting assistance.
Click here to upload
For other tax advisory services, briefly describe the nature of the issues/questions for which you would like assistance:
Has your organization or have any of its leaders/organizers been the subject of any public controversy, regulatory investigations, or allegations of illegal activity, fraud, or misconduct?*
- Yes
- No
If yes to the above, please describe.
Please provide any additional information that you think might be helpful as we evaluate your request for a client relationship: