Form

Please answer these questions as thoroughly as possible. This will help us prepare for – and be as productive as possible on – our discovery call. We look forward to talking to you soon!

First name

Last name

City

State/Region

Email*

Mobile phone number

Field of practice

General Dentistry

Orthodontics

Periodontics

Pedodontics

Oral Surgeon

Other (please enter below)

Are you currently working as a dental associate?

Yes - W-2

Yes - 1099

Have you worked with an accounting and advisory firm before?

Yes

If you have worked with an accounting and advisory firm before, why are you looking to change?

What services are you looking for?

Tax planning & advice

Tax preparation

Tax advice around a major life event (i.e., receiving an inheritance, getting married or divorced, buying a new home or other property, losing your job, having children)

Financial planning

Other (please enter below)

Do you have issues that make your tax planning more complex?

Crypto

Rentals

Vacation rentals

Investments

Day trading

Own a business

Self-employed

Non-resident state activity

Other (please enter below)

We are a paperless firm and use tech tools to transfer documents electronically. Are you comfortable using technology to share documents and communicate securely?

Yes

I'm not sure, I need more information

Check your most important decision factors in choosing a firm.

Local/Ability to meet in person

Reputation

Personalized service

Communication & responsiveness

Price

Proactive Advice

How did you learn about Edwards & Associates?

Online search

Social media

Referral (please enter below)

I met a member of your firm recently

Other (please enter below)

We customize our tax services and pricing based on your needs. We have a monthly payment model that includes tax planning, preparation, questions for your accountants, and helping with complexities throughout the year.

In the spirit of transparency, our clients’ minimum investment starts at $650 per month. Does this fall within your budget?

Yes