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MyFirmFit - Client Intake

This short form helps us understand your situation so we can match you with the right accounting or advisory firm. Takes about 3-4 minutes. No obligation.
We respect your privacy. Your information is shared only to facilitate a direct introduction with a firm when there's a clear fit. We don't sell client information or use it for advertising.

Individual or Business?

Individual or Business?
A
B
C

State(s) Involved

What services do you need help with? (select all that apply)

What services do you need help with? (select all that apply)

Which best describes what you value most right now?

Which best describes what you value most right now?
A
B
C

What kind of working relationship are you looking for with a firm?

What kind of working relationship are you looking for with a firm?
A
B
C
D

How ready are you to move forward if there's a good fit?

How ready are you to move forward if there's a good fit?
A
B
C

Which best describes your expectations around fees?

Which best describes your expectations around fees?
A
B
C
D

Have you worked with an accounting firm before? (select one)

Have you worked with an accounting firm before? (select one)
A
B
C

Anything else we should know to make a good match?

Name

Email

Phone

Location (city, state)

Preferred communication method

Preferred communication method
A
B
C

By submitting, you agree to be contacted by a firm if there's a good fit.