I would like to thank you for any referrals you have given in the past and/or those that you may give in the future. So you are aware, it has never been my policy to contact any potential client unless that potential client would like me to make contact with them first. Please only fill out this page if you have a friend, relative or business acquaintance who you are sure would like me to make contact with them first.
I do not believe on "cold calling" and out of professional courtesy would never approach a potential client who is working with another CPA or CPA firm. As I tell my own friends, relatives and acquaintances, if you are happy with your CPA then stay with them. If you are not happy for whatever reason and may want to consider changing then we can sit down and discuss to make sure we are a fit.