Thank you for your interest in Steadfast Bookkeeping. This questionnaire will help us understand your specific needs and determine if our services align with your requirements.


Basic Information

Business Information

Personal Tax Information

Services Needed

Current Systems

Frequently Asked Questions


What information should I bring to my first meeting?

For your initial consultation, it's helpful to bring recent tax returns, financial statements (if available), business formation documents, and a list of your financial questions or concerns. This allows us to provide more specific guidance during our first meeting.

Do you offer virtual consultations?

Yes, we provide virtual consultations via video conference for clients who prefer remote meetings. These sessions are just as comprehensive as in-person meetings and allow for convenient screen sharing of financial documents and information.

How quickly can I expect a response to my inquiry?

We strive to respond to all inquiries within one business day. Existing clients can also reach out to their dedicated account manager through TaxDome for expedited assistance.

Is there a fee for the initial consultation?

We offer a complimentary 30-minute initial consultation to discuss your needs and determine if our services are a good fit for your situation. During this meeting, we can provide an overview of our services and fee structure based on your specific requirements.

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