Prospective Client Inquiry Form
Dear Prospective Client,
Please provide the basic information requested in this form, preferably prior to the consultation, so we may better address your concerns and questions. All information that you provide is strictly confidential and under AICPA Code of Professional Conduct (AICPA Code) Rule 1.700.001, as a member in public practice we shall not disclose any confidential client information without the client's specific consent.
This is a short form with estimated completion time of 3 minutes.
Thank you!
