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Prospective Client Intake Details

SDO works with established businesses that want a firm for the long term. A few questions help us understand your situation and whether we're a fit. We're currently at capacity, so new clients join a short waitlist. We'll be straight with you about where things stand.

What services are you interested in?

services

Which best describes your approach to tax & accounting services?

service_approach
A
B
C
D

Did you already file your most recent tax return?