Appointment Request (Subject to Evaluation)

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Appointment Request (Subject to Evaluation)

Appointment Request (Subject to Evaluation)

This appointment request is for an initial assessment of whether our service approach is suitable for you. Our firm focuses on long-term compliance, structural planning, and tax risk management, and not all situations are appropriate for us to take on.

Submitting this application does not guarantee that we will accept your engagement, nor does it establish any accountant-client relationship. If your situation aligns with our service model, we will contact you via email.

Reservation Application Form (Subject to Evaluation)

I. Basic Information (Required)

1.Name

2.Email

3.Your Identity Type

usiness Owner

Sole Proprietor

Individual Client (with complex tax situations)

Other (please briefly explain)

II. Business Complexity Screening

4.Do you involve any of the following situations?

Multiple Companies / Entities

S Corp / LLC / Partnership

K-1 Income

Payroll / Owner Compensation

Investment or Partnership Interests

Multi-year or Historical Tax Issues

None of the above

III. Service Matching Confirmation

5.What is your top-priority issue to resolve currently?

6.Do you understand that our service is oriented toward long-term tax and compliance planning, rather than one-time tax filing?

Yes

Uncertain

7.Are you willing to cooperate with the standard process and document submission requirements?

Yes

Need further information

8.How did you learn about us?

How did you learn about us?

Lawyer / Bank / Professional referral

Online search

Other

IV. Contact Preference

9.Initial contact will be made via the following

V. Declaration Before Submission

单选栏

I understand that submitting this reservation application does not constitute an engagement relationship, and I acknowledge that service acceptance is subject to evaluation and confirmation.

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