Scott Accounting and Tax FirmScott Accounting & Tax Firm LLC
New Client Inquiry
New Client Inquiry Call us

Virtual service in all 50 states

Personal tax, business tax and bookkeeping support, wherever you are in the U.S.

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Open 7 days a weekBridgeport, CT office · Appointments recommendedCall (855) 774-6232

Personal consultation

A useful conversation starts here.

Help us understand your situation and the decisions you want to make. We will review your answers before confirming the consultation.

  • For new and existing clients
  • Allow 5–8 minutes
  • Keep documents in the secure portal
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Questions? (855) 774-6232

Prepare for your conversation

Personal Consultation Questionnaire

For new and existing clients. Allow 5–8 minutes. Required fields are marked *. Brief answers are enough; you may choose “Not sure.”

Keep this form general. Do not include Social Security numbers, EINs, account numbers, passwords, payment details, or tax documents. Our office will provide secure upload instructions when needed.
1. Your contact details
2. What would you like to discuss? *

Select all that apply. If your personal and business questions overlap, select your main topics and explain below.

3. Your personal tax background

Income sources (optional; select all that apply)

4. Your goals and questions
5. Consultation arrangements

We will confirm availability, scope, and any fee before the appointment. No payment is collected through this questionnaire.

Existing client with confidential documents? Use the secure client portal ↗.