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Welcome to SOLIDUS CPA, LLC.


Please complete this intake form so we can obtain a preliminary understanding of your tax and/or accounting needs. The information you provide will allow us to assess your circumstances, determine whether the requested services fall within the scope of services we provide, and prepare an appropriate fee estimate.


Please complete all required questions so we can properly to assess your situation.


By submitting this form, you represent that the information provided is true, correct, and complete to the best of your knowledge.


Submission of this form does not establish a CPA-client relationship. Services begin only after a signed engagement agreement.

CLIENT INTAKE AND SERVICE EVALUATION FORM

Mailing Address

What services do you need? (Select all applicable)

SOLIDUS CPA, LLC​

​Phone402-803-5900

Address​: P.O. Box 292 Walton, NE 68461

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