Prospective Client Questionnaire

PLEASE NOTE: 
We highly recommend using a personal email address (NOT your work or school email), as this will be the email used to set up your client portal. Some clients have experienced issues when using a work or school email address, due to security settings controlled by those organizations.

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Our firm works a bit differently. A tax return is the result of critical planning. Our passion is in helping people maximize their post-tax net worth. While cost is a consideration, we start our client relationships by learning about your goals, educating you on becoming tax efficient, and identifying an overall tax strategy. Your price will be identified after the free initial consultation.
In order for us to provide you with the best possible service, please complete the following questionnaire. A member of our Admin Team will reach out to schedule your consultation within 1-2 business days after submitting this form. Please direct any questions to admin@capocore.com.
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