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Tell us about your business and the support you need. Fields marked * are required. Please do not include Social Security numbers, account numbers, or tax documents. Submitting this form requests a consultation; it does not book an appointment.

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1. Your business & contact details

First Name *

Last Name *

Name of Business *

Phone Number *

Email Address *

In a few sentences tell us what your business does: *

I agree that Etna CPAs may text me about my account and services (e.g., appointment reminders, document requests). Msg & data rates may apply. Reply STOP to stop, HELP for help. See SMS Terms and Privacy Policy. * I agree to receive marketing texts from Etna CPAs. Consent not required to receive services. Msg freq varies; Msg & data rates may apply. Reply STOP to stop, HELP for help. See SMS Terms and Privacy Policy. (Optional)

2. Do you currently work with a tax, accounting, and/or financial planning professional? * Yes No

3. Professional Types *

If you answered Yes, which type of professional are you working with? Please select all that apply.

Bookkeeper CPA Certified Financial Planner

4. What do you need help with?

Select all that apply.

Accounting Services Bookkeeping Payroll CFO Advisory Services Tax Preparation Tax Planning Tax Resolution Other

5. Tell us more

What are the biggest pain points you've incurred with previous professional service providers related to the services you're seeking from Etna? What are you looking for from Etna?

Phone / text: 805-490-4609 · Send a text Email: zakharneva@etna.cpa

ETNA

CPA · TAX · ADVISORY

Services Who We Serve About Contact

Privacy Policy SMS Terms Accessibility 805-490-4609 zakharneva@etna.cpa

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