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GET IN TOUCH WITH THREADED CPA
To see if we may be a good fit, please complete the initial Discovery questionnaire HERE. It typically takes less than 10-minutes to complete. Please have a copy of your most recently filed tax return(s) available to securely upload during this questionnaire process.
THE PROCESS FOR WORKING TOGETHER
1
Complete the potential new client intake form
Form
2
Discovery Call
Meet with our CPA in a discovery call to see if we're a good fit for one another
3
Proposal
Receive, review, and sign your customized proposal
4
Kick Off Services
We'll send what we need to officially start working together.
5
Partnership
Continue services together - customizable at any point.
Normal Hours
Let's Connect
Mon - Thurs: 9am - 3pm Central
Fri: 9am-noon Central
*Other times vary/can be scheduled.
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