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Author: Cam Thousand.cpa

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How Can We Help?

Tell us a bit about your goals, your challenges, and what’s most important to you right now. From there, we’ll explore how our team can help you move forward the Thousand CPA way.

Contact

First Name

Last Name

Email

Phone/Mobile

State of residency

What best describes you?

I’m looking for:

Tax return preparation only

Tax returns & tax planning meeting(s)

If you have children, will they need a return filed also?

Yes

No

Business Name

How would you describe your industry?

Which path do you believe best describes what you are looking for?

Learn more about our paths

Tell us a little more about your work

Employee

Self-employed

Rental property owner

Farmer

Retired

Other

How many years have you been in business?

State where your business is located.

How many non-owner employees do you have?

What is your annual revenue?

Which of the following services are you interested in paying for?

Bookkeeping

Payroll

Proactive tax planning

End of year tax preparation

Audited/Reviewed Financial Statements

Other

Details

How do you keep track of your expenses?

Excel

Quickbooks

Handwritten

Box of receipts

Do you generally have any of the following tax reporting?

W-2

Interest and dividends

Capital gains

Cryptocurrency

Pension or IRA distributions

Are you current with all past year filings?

Yes

No

What is the most recent year filed?

What is your biggest pain point in accounting/tax?

Unknown tax surprises

Compliance with tax laws

Inexperience or lack of knowledge in bookkeeping

Too busy to keep up with anything

Managing cash flow

I don’t “know my numbers”

Other

Details

What is your preferred method of response?

What is your preferred meeting time?

Do you file before the first due date (generally 4/15 each year), or file an extension (generally 10/15 each year)?

I typically file before first due date (4/15)

I typically file an extension

Do you have any of the following sources of income? (check all that apply)

Self-employed small business, filed on Schedule C on personal tax return

Self-employed small business, filed with Schedule K-1 on personal tax return

Rental real estate, filed on Schedule E of personal tax return

Farm activities, filed on Schedule F of personal tax return

Intake Preference

I prefer to upload digital copies of my tax documents.

I prefer to drop off my tax documents in the TCPA lobby.

When is the last time you shopped for CPA or accounting services?

Are you currently working with another CPA?

Yes

No

How did you find out about us?

Who referred you?

Explain

Who is your current CPA?

Why are you leaving your current provider?

Evaluating current markets

Price too high

Unresponsive or limited access

Timeliness

Discovered errors in work

Lack of technology options

Other

Explain

Anything else you’d like to tell us?

Some description about this section

Phone

(636) 532-9004

Hours

Mon-Fri 8:30am - 4:30pm & Sat-Sun Closed

Location

663 Trade Center Blvd. Chesterfield, MO 63005

Services

Business Tax Services Dental CPA Services CPA Advisory Services Wealth Management Individual Tax Planning QuickBooks Training

2026 @ Thousand CPA

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