Apply to Be a Tax Client

Welcome! At Advocate Accounting, we value partnership. We invite you to fill out this contact form so we can start to decide together if we’re the right fit. If our team agrees that we have capacity, we’ll contact you to continue our conversation.

Your name:

Your email address:

Your phone number:

Are you an Individual / Business Owner or a Non-profit Organization?

Individual / Business Owner Application

Do you own a business?

What’s the name of your business?

Is it a Sole proprietorship or S-Corp?
Sole proprietorshipS-Corp

What system do you use to track your income and expenses?

What type of business is it? What services or products do you provide?

What is your estimated net (after expense) income from the business?

Do you own any rental properties?

Are they full time residential rentals, commercial rentals, or short term rentals like Airbnb?

Is your rental a separate property, a separate dwelling on your residential property, or a portion of your home?

Did you live outside of WA state during the tax year you need filed?

What state did you live in and for what dates?

Did you sell a home?

Was it residential or rental?
ResidentialRental

Do you receive RSUs or other stock benefits from your employer?

Do you have children?

Do you pay for their childcare?

Are they in college?

Do you engage in extensive stock trading?

Do you buy, sell, exchange or otherwise have involvement with any virtual currencies?

Please describe your activity related to virtual currencies

Any other special tax needs or situations do you have? What else would you like us to know about you?

Non-Profit Application

What is your organization’s name?

What is your budget size?

How many full time operations/admin/finance staff do you have?

Are you on a calendar or fiscal year?

What type of non-profit are you?

Are you a private foundation or a publicly supported organization?

Please explain your organization's tax type

Do you have any related entities?

Do you make grants to other organizations?

What system do you use to track your income and expenses (i.e. QuickBooks)?

Do you engage in political activity?

Do you hold annual fundraising events?

Any other special tax needs or situations do you have? What else would you like us to know about you?

Individual / Business Owner Application

Non-Profit Application

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