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30 Years in Business!

LET'S GET ACQUAINTED!

Thank you for your interest in Denise Taylor Brolin, CPA! The 5 minutes you invest to provide us with your basic information is well worth it. we are happy to learn more about you and look at how we can best work together.

Individual Tax Planning & Preparation • Business Tax Planning & Preparation • Accounting & Bookkeeping Services

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First Name:*

Last Name:*

Email:*

Street Address:

City:*

State:*

Zip Code:

Cell Phone:*

How did you hear about Denise Taylor Brolin, CPA?

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Tell us your "Top Concerns" which prompted you to contact our office.

Top Concerns:

Check ALL the services you may be interested in:

Individual Tax Preparation

Tax Planning

Preparation Business Tax Return

Choice of Entity

IRS or FTB Assistance

Process 1099's

Data Entry of Income and Expenses

Bank and Credit Card Reconciliation

Payroll Processing

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Do you have a current tax preparer?

Yes

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Does your tax preparer do the following?

Strategize with you?

Yes

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Review your current return with you?

Yes

What date was your last return filed?

When do you usually file your tax return?

March 15

April 15

May 15

September 15

October 15

November 15

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What is your preferred method to be contacted? (i.e. email, phone call, text)*

When you contact your tax preparer, how quickly do you expect a response?

Which statement describes you best?*

I don't want to waste time; I don't need a lot of facts and details; I am maiinly interested in results; I need to know WHEN it will be done. I am direct, a problem solver, a leader.

I am expressive and love to celebrate wins; I usually make decisions quickly; I don't dwell on details; I need to know WHO will be working with me. I am creative, outgoing, and friendly.

I am slower to make decisions; I am reliable and somewhat shy; I am lookig for assurance; I need to know WHY it is best to do it that way. I am patient, devoted, and understanding.

I like details and facts; I need to think, absorb, and digest the situation before proceeding; typically I am not talkative; I need to know HOW we will work together. I am cautious, love procedures and lists, and am a rule follower.

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If you own a business, continue below. If not, click the SUBMIT buton at the bottom of the form.

Your Business Name (if applicable):

Business Entity: (Select One)

Sole Proprietor

S-Corp

C-Corp

LLC - Single Member

LLC - Multi-Member

Partnership

Non-Profit

Business Website:

How long have you been in business?

What does your business do?

What is the current trend of your company?

Growing

Flat

Declining

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What does a successful business look like to you?

Fiscal Year End:

How many employees/contractors do you have?

If you process payroll, who is your service provider?

How do you keep track of your income and expense? (select one)

Nothing

Excel

Quicken

QuickBooks Online

QBs Desktop for PC

QuickBooks Desktop for Mac

Other

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How is your accounting currently being handled?

I do it myself

I have a bookkeeper inside my office

I have an outside bookkeeper

Thank you for contacting us. We will get back to you as soon as possible. - Denise

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DENISE TAYLOR BROLIN
P. (408) 848-3861
Gilroy, CA
denise@denisebrolin-cpa.com

Denise Taylor

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