Client Forms
Welcome to the starting line! Whether you’re a new client or updating your information, these forms help us get to know you—and set you up for financial clarity and confidence from day one. Let’s make it easy.
Let’s Hit the Ground Running
To make the most of our next call, please fill out the appropriate form below and send it to your assigned accountant – or to efile@cascadecpa.com and we’ll route it for you.
Intake Forms
Let's get started! Share a few details about you, and we'll take it from there—clear, simple, and built around what you need most.
Your business deserves accounting that actually works for you. Tell us about your company—we’ll build a financial strategy that supports your goals.
Engagement Letters
This letter makes it official! Review the details and share a bit more information, so we can move forward with clarity, confidence, and a plan that fits you.
We’re excited to partner with your business! Review the engagement details and complete the questionnaire, so we can get to work building your financial success story.
Prospect Questionnaire
Here at Cascade CPA, we strive to use our knowledge of accounting and tax to provide our clients with the best possible results for their unique situations. We work closely with our clients to overcome the transactional nature some firms have, and instead, develop more involved relationships with our clients to ensure their needs and expectations are being met to achieve the best results.
We work to show our clients that their relationship with us is an investment and not an expense. By staying up to date on the ever-changing law requirements, using technology to our advantage, and working with individuals who are future-focused, goal-oriented, and see the benefits of developing a long-term relationship with an advisor, we help to maximize a client’s current and future savings and remove the pain points and headaches that come with tax and accounting.
Please take the time to fill out all the requested information and questions below to give our staff a better idea of your situation, issues, and concerns. Once received, a member of our team will reach out to follow up to confirm next steps.
