Thank you for considering Alisa Na CPAs & Advisors.
Since 1995, we have partnered with individuals, families, and business owners throughout the Greater Seattle area, providing proactive tax, accounting and advisory services. This questionnaire is the first step in getting to know you and understanding your needs. The information you provide allows us to evaluate whether our firm is the right fit and recommend the services that will best support your personal or business goals.
Depending on the scope and complexity of your situation, we may recommend an initial consultation before beginning an ongoing engagement. Any recommended services, engagement terms, and fees will be discussed with you before any work begins. After you submit this questionnaire, our team will review your information and contact you within two business days regarding next steps.
Your privacy is important to us. The information you provide is used solely to evaluate your accounting, tax, and advisory needs and, if appropriate, prepare a customized service proposal.
Estimated completion time: 10–20 minutes, depending on the complexity of your tax situation. Only the sections that apply to you will appear.
