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New Client Inquiry — AB Clemence & Co.

Thank you for your interest in AB Clemence & Co. We specialize in tax preparation and accounting services for individuals, small-business owners, and real-estate investors.

Please complete this brief form so we can learn about your needs and determine whether we're a good fit.

Full Name

*

Email

*

Phone Number

*

Which Best Describes Your Tax Situation?

*

A

Individual Tax Return

B

Self Employed/Schedule C

C

Business Owner S Corp/Partnership

D

Rental Properties/RE Investor

E

Other

How Many Rental Properties Do You Own?

*

A

None

B

1

C

2-5

D

6-10

E

More than 10

What Services Are You Interested In?

*

A

Individual Tax Prep

B

Business Tax Prep

C

Rental Property/Real Estate Consulting

D

Tax Planning

E

Other

What Prompted You To Look For A CPA?

*

A

Taxes to complicated

B

Unhappy with current CPA

C

Started a business

D

Purchase or Sold a rental property

E

Need tax planning

Are you currently working with a CPA?

*

A

Yes, but considering switching

B

Yes, but they are no longer available

C

No, I prepare my own taxes

D

No, first time needing a CPA

Please briefly describe your tax situation and what help you are needing?

*

How did you hear about AB Clemence & Co LLC?

*

A

Google search

B

C

Referral from friend

D

Referral from another business

E

Other