DENISE STUBBS, CPA

(828) 570-5760

Let's Get Ready for Your Meeting

You're all set on the calendar! We are excited to get started. To make the most of our time together, please take a few minutes to fill this out before we meet. It helps us come prepared with the right information and answers.

*If you received a payment link, please complete payment to confirm your meeting time. We're not able to hold the meeting time until payment is received.

About You

First name*

Last name*

Business name (if applicable)

Email*

Phone*

What's On Your Mind

What would you like to cover in our meeting? (Please be as specific as possible.)*

Is there a specific deadline, notice, or event driving this conversation? (e.g., IRS letter, upcoming filing deadline, planning to sell a business, etc.)*

What's the outcome you're hoping for from this meeting?*

A Little Background

What type of return(s) or service(s) are you asking about?*

Monthly bookkeeping

Catch-up or cleanup bookkeeping

Business tax return (Partnership, S-corp, or C-corp)

Individual tax return — I own a business

Individual tax return — personal

Cross-border matter (United States & Mexico)

Tax resolution / IRS representation (WNC Tax Resolution)

I have a specific tax or accounting question I need answered now

I'm not sure yet

Have you worked with a CPA or bookkeeper before? *

Yes

Is there anything already in progress that we should know about (open notices, unfiled returns, ongoing IRS matter, etc.)?*

Getting the Most Out of Our Time

Do you have any documents you'd like to share ahead of the meeting? (Please don't email sensitive documents. We'll send you a secure upload link, or you're welcome to bring them along.)*

Is there anyone else who should be part of this conversation (spouse, business partner, bookkeeper)?*

Yes

Do you have any questions you already know you want answered?*

What happens next: Thank you for taking the time to complete this, we'll review your answers before we meet so we can hit the ground running. Talk to you soon!

For More Information

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North Carolina Certified Public Accountant | License #47280

Tax resolution and IRS representation services are offered through our division, WNC Tax Resolution.