Submit a CPA Proposal Request

Send KAS CPA an RFP or proposal request for tax strategy, audit, CIRA/HOA, real estate, startup, crypto, trader tax, CFO advisory, or business consulting nationwide / all 50 states where permitted. We review the scope and respond with a tailored proposal.

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Last Name *

Email *

Phone

Company / Entity Name

Entity Type

Industry / Situation

Annual Revenue Range

Primary Service Interest *

How can we help? *

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Security Notice: For security, sensitive documents like tax returns and SSNs are collected through our secure client portal after engagement. Please do not include SSNs or sensitive financial data in this form.

Our Process

Submit Your Request

Fill out the form with details about your needs.

Initial Review

We review your submission within 24 hours.

Discovery Call

Brief call to understand your specific situation.

Custom Proposal

Receive a tailored proposal for your needs.

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Where the real numbers live.

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Our Process

Submit Your Request

Initial Review

Discovery Call

Custom Proposal

Predictable Proposal Process

Office Hours

Where the real numbers live.