Section 1: Basic Contact Information

Full Name *

Preferred Method of Communication *

Section 2: Client Type Qualification

Which best describes you? *

Do you currently have a CPA or tax preparer? *

(If yes) What is the main reason you are considering a change? *

Section 3: Income & Complexity Qualification

What was your approximate income last year? *

Section 4: Planning Needs & Intent

What is your biggest tax concern right now? *

What would you ideally like to accomplish over the next 12 months? *

Section 5: Availability & Scheduling

How soon are you looking to get started? *

Preferred Meeting Type *

Choose the date that works best for you *

Section 6: Readiness & Fit Filter

Are you willing to work with a professional firm that focuses on proactive tax strategy, not just filing returns? *

How did you hear about Needville Tax Partners? *