New Business Client Form

Thank you for your interest in Katie Blackmon CPA PLLC. The first step to working with me is completing this form. Please complete the information to the best of your ability. Once I receive your information, I will contact you with an invitation to schedule a free, no-obligation consultation (based on availability) to review your situation and determine if my services will be a good fit for your needs. Thank you for your time and I look forward to speaking with you soon!

Please note, my tax preparation service is only available to clients with a monthly accounting service package. If you prefer a coaching engagement or as-needed bookkeeping clean-up/catch-up/set-up, I can still help with recommendations for your tax prep needs, although I will not prepare your return in-house.