New Client Inquiry

Welcome to Spatola CPA! Specializing in the unique needs of business owners and individuals, we're here to offer expert financial services. Whether you're managing or starting a business, or seeking personal tax assistance, our team is ready to help. Please complete the form below so we can better understand your needs and discuss how we can assist you.

Name *

Phone Number *

Email *

Client Profile

Client Type: *

Current Business Owner

Prospective Business Owner

Individual Client (Note: Personal tax returns start at $2,500)

Not a Business Owner

Services of Interest: *

Comprehensive Business Financial Services: Essential monthly bookkeeping, combined with tax preparation, strategic planning, and optional payroll

Personal Tax Services

Other Financial Services

Additional Information

How can we assist you? *

Preferred Contact Method and Time (e.g., Zoom Tuesday afternoons, Telephone Thursday mornings). *

Please let us know how you discovered our services. This could be through an online search, a referral, social media, an advertisement, an event, or any other source. Your feedback is valuable to us. *

Looking forward to guiding you on your financial journey. A team member will contact you soon!

- Spatola CPA