OPIS — Client Intake

OPIS

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What can we help you with?

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Engagement Terms

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I have read and agree to the Engagement Terms I have read and agree to Section 18, Dispute Resolution — Negotiation, Mediation, then Binding Arbitration

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Describe Your Request

Tell us about your tax situation in as much detail as possible. The more you share, the better we can help.

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Secure Your Engagement

A temporary hold (not a charge) is placed on your card to reserve our time for your review.

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Temporary authorization hold — adjusted to your actual fee after review

By checking this box, I authorize Advisory CPA PLLC to place a temporary authorization hold on my card. This hold will be released or adjusted to the actual agreed fee.

Outside Our Service Area

Based on what you've described, we may not be the best fit. Here's what we recommend:

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Request Submitted

Your request has been received. Advisory CPA PLLC will review and respond within 1 business day.