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CPA
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Step
1
of 11
Name
*
First
Last
Email
*
Phone Number
Secondary Phone Number
Next
What is your current age?
*
Over 65
61 - 65
56 - 60
46 - 55
35 - 45
Under 35
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Next
Are you looking for personal, business, or both types of accounting assistance?
*
Personal
Business
Both
Previous
Next
Are you inheriting assets from a loss of a loved one?
*
Yes
No
MAPP there or
Previous
Next
What is your income source?
*
Salaried Employment
Self-Employment
Investments
Business Ownership
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Next
Please estimate your total investable assets.
*
Less than $25,000
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $999,999
$1,000,000 - $4,999,999
Over $5,000,000
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Next
Are you retired?
*
Yes
No
Previous
Next
What is the most important quality you’re looking for in a CPA?
*
Experience
Responsiveness
Affordability
Specialization in Certain Industries
Previous
Next
Where do you live?
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Next
Are you interested in any other services as well?
Financial Advisor
Funeral Preplanning
Legal
Realty
Medicare
Long Term Care
Previous
Next
Is there any other information you'd like for your MAPP Certified Specialist to know?
Previous
Submit
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