New Client Signup Form

Schedule a complimentary 15-minute new-client consultation.

Submit your inquiry and a member of our team will contact you to discuss your needs and next steps.

Consultation note: The complimentary 15-minute consultation is intended to discuss your tax needs and determine whether AM Accounting is a good fit. Detailed tax advice, tax planning, or return review is not included.

Privacy/security note: Do not request Social Security numbers, dates of birth, tax documents, or other sensitive tax information through this marketing inquiry form. Accepted clients should provide sensitive information through the firm’s secure TaxDome process.

Form disclaimer: Submitting this form or scheduling an introductory consultation does not establish a client relationship. AM Accounting will review the information and confirm whether the firm is able to accept the engagement.