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Retainership Application

Business clients with

Retainership Agreements

get amazing results

and they give us rave reviews.

Complete an application below to become a Retainership Client.

The availability of

Retainership Agreements is

limited due to market conditions

and their extreme value and popularity.

Please fill out your application accurately

to ensure it is given the proper consideration.

Apply Now!

First Name

Last Name

Email

How did you hear about us?

Google Search

Facebook Page

I was referred to you

Who do we thank for the referral? (or N/A)

Phone

CHECK MARK ALL INCOME TYPE THAT APPLY

W-2 Income (Employed)

Employee Stock Options

Unemployment

1099-NEC Contractor (Total Payments less than 50K))

Day-trader Investing

Social Security, Pension, 1099-R

Rental Income

What services do you need?

Accounting & Bookkeeping

Business - Tax Preparation

Individual - Tax Preparation

Consultation with a CPA

Choose the sentence that best describes you.

I am business owner and I only want tax preparation services.

I am a business owner looking for full service accounting. and tax services.

I am a individual taxpayer and I do not own a business.

I am looking for a one-time consultation.

Do you own a business?

I do not own a business.

Start-up ($1 - $50,000)

Small Business ($50,001 - $500,000)

Medium Business ($500,001 - $999,999)

Large Business ($1,000,000)

How Many Rental Properties do you own? (or N/A)

What is your annual budget for accounting & tax services?

Thanks for applying! Please check your email for updates about your application status.

269.216.3283

1909 W. Main Street, Suite A Kalamazoo MI 49006

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