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Cheyenne, WY
307-638-3170
Riverton, WY
307-856-2637
Winter Park, CO
970-726-8044
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We would love to meet with you. We need to know a little about you so that we can match you with the correct partner and/or staff, so please complete the form below.
Consultation Request
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Are you reaching out to us on behalf of yourself (personally), or on behalf of a business?
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Name
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First
Last
Email
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Company Name
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Address
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Line 1
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City
State
Zip Code
Country
Phone Number
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Who referred you to us?
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Is there a particular partner or staff person who you would like to work with?
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What services are you interested in (Check all that apply)?
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Tax Preparation
Tax Planning
Entity Structuring
Litigation Consulting
Bookkeeping
Payroll
Financial Statement Preparation
Financial Statement Compilation
Financial Statement Review
General Business Consulting
Other
If "Other", please describe
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Annual gross income estimate (business or personal)
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$0-$50,000
$50,000-$100,000
$100,000-$300,000
$300,000-$500,000
More Than $500,000
What industry do you operate in?
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Agriculture
Construction
Engineering
Legal
Medical Professional
Mineral Extractive
Real Estate (Broker)
Real Estate (Rentals)
Restaurant
Retail
Technology
Other
If "Other", please describe
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Do you own (or are you a principal in) a business?
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No
Do you have income in multiple states?
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Yes
No
Do you hold cryptocurrency?
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Yes
No
Do you have international holdings or investments?
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Yes
No
Are you involved in the blockchain or DLT industry?
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Yes
No
As a firm, in order to maintain profitability we charge the greater of the sum of our time and expense charges or our stated minimums for the tax returns we prepare. Other services will be billed at an agreed-upon price or our regular hourly rates in effect at the time the service is performed. Phone calls and emails will also be billed at our regular hourly rates.
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We will contact you within 3 working days after receiving this form and let you know what our next steps will be.
Disclaimer:
Please do not send tax or confidential information via e-mail. Please call us and we will email you a link to a secure portal to upload sensitive documents.
Completing this form or sending us documents does not denote that we have agreed to provide services or enter into an engagement to perform accounting services. We will only provide services after a written engagement letter has been signed by both you and the firm and payment arrangements have been made.
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Home
About
About
Strategic Values
Services
What's New?
Blog
News
Cooler News
Contact Us
Request a Consultation
Disclaimer