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Prospective Client Inquiries

Lakes Tax & Accounting
Prospective Client Intake Form
Thank you for contacting us. Please complete the following questions so we can better understand your needs and determine how we may be able to assist you.

Let's Get Started

Tell us a little about yourself and what you're looking for. This form is for prospective clients and is not a substitute for a secure client portal.

Business / Individual

This helps us understand the type of engagement you're considering.

Services Needed

Select all services you are interested in. We'll ask a few follow-up questions based on your selections.

Have you previously worked with a tax professional or accountant for this matter?
Are there any known tax issues, notices, or disputes currently in progress?

Current Financial Situation

Please provide a brief overview of your current financial situation, including anything that may help us understand your needs. Do not include Social Security numbers, bank account numbers, passwords, or other highly sensitive information.

Do you currently have an accountant or tax advisor?
Do you currently owe any federal or state tax debt?
Have you received any IRS or state tax notices?

Bookkeeping & Payroll

These questions are most relevant if you selected bookkeeping, accounting, payroll, or a business service.

Do you currently have payroll?

Tell Us More

Please give us any additional information that would help us understand your situation, goals, or concerns.

Next Steps

Thank you. Before submitting, please confirm that the information you've provided is accurate to the best of your knowledge.

Privacy reminder: Please do not send Social Security numbers, bank account numbers, passwords, or other highly sensitive information through this prospective-client form. If we need documents or sensitive information, we'll provide instructions for secure delivery.
By submitting, you are requesting contact from the firm. Availability and acceptance as a client are subject to the firm's review and engagement process.
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Thank You!

Your prospective-client inquiry has been received.

A member of our team will contact you using your preferred contact method.