client intake

Start Your Consultation

Getting Started

Please complete the intake form below. Once complete, you'll be able to schedule a time.

1. Complete the intake form
2. Submit payment
3. Schedule your consultation

The intake form takes approximately 25 minutes to complete.

BEGIN INTAKE FORM

If you engage Jason Der, CPA LLC for future services, the $200 consultation fee will be applied toward your engagement.

GET IN TOUCH

Questions Before You Begin?

Intake Form

Please provide the information below to help prepare for your consultation. All information is kept confidential. Once complete, you’ll be prompted to submit payment and schedule a time.