Potential New Client Form | Get Started Today — Meyer & Company CPAs

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Let’s work together

Interested in working together? Fill out the form below and we will be in touch soon.

Name *

First Name

Last Name

Spouse (if applicable)

First Name

Last Name

Email *

Phone

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Address

Address 1

Address 2

City

State/Province

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How were you referred to us? *

Were you referred to a specific accountant? If so, which accountant?

Why are you seeking a new CPA? *

Are you up to date on your previous tax year filings? *

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Services Required *

Personal Taxes

Entity Taxes

Trust Taxes

Estate Taxes

Bookkeeping

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Executor Services

Non-profit Taxes

Primary Business Activity:

Firm Minimum Price *

Please check the box to verify you agree to these: Personal Tax - $550 Business Tax - To be determined by meeting with CPA, time-based fee

I have read and agree to this minimum

Thank you!