Request an Accounting Consultation — Kickoff intake form (public) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A quick request so we can scope a quote and set up a no-pressure conversation. Just the essentials for now; we’ll cover the details when we talk.

What it collects (by section):

• Quick details — First name [short text]; Last name [short text]; Email address [short text]; Client Type (Taxpayer) [dropdown: Individual / Sole proprietor / Single-member LLC / Multi-member LLC / Partnership / …].
• What you’re looking for — Primary Engagement Type (CPA) [multi-select: Tax preparation / Bookkeeping / Payroll / Sales tax filings / Advisory/Planning / …]; Anything we should know? [long text].

Required: Email address, Client Type (Taxpayer), Primary Engagement Type (CPA) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — request an accounting consultation.