Client Forms
Welcome to the starting line! Whether you’re a new client or updating your information, these forms help us get to know you—and set you up for financial clarity and confidence from day one. Let’s make it easy.
Let’s Hit the Ground Running
To make the most of our next call, please fill out the appropriate form below and send it to your assigned accountant – or to efile@cascadecpa.com and we’ll route it for you.
Intake Forms
Let's get started! Share a few details about you, and we'll take it from there—clear, simple, and built around what you need most.
Your business deserves accounting that actually works for you. Tell us about your company—we’ll build a financial strategy that supports your goals.
Engagement Letters
This letter makes it official! Review the details and share a bit more information, so we can move forward with clarity, confidence, and a plan that fits you.
We’re excited to partner with your business! Review the engagement details and complete the questionnaire, so we can get to work building your financial success story.