Davis Crawford CPA
Accounting and Tax Services

Book a Consultation

Get professional guidance on your taxes, accounting, or subscription needs — all in one CPA-led meeting.

Whether you’re exploring our all-in accounting subscription, business tax services, or individual tax preparation, this consultation helps us understand your situation and outline your next steps.

How It Works

Our goal is a smooth, stress-free onboarding experience — whether you’re seeking full-service accounting support, business tax preparation, or individual tax filing.

Step 1 - Complete the Short Form Below

This helps us route your request to the right service line.

Step 2 - Book a time that works for you

After submitting the form, you’ll be taken directly to our scheduling calendar.

Step 3 - Complete your Getting Started Form

Once your appointment is booked, you’ll receive links to our secure intake questionnaires (also below the form).

  • (Enter your preferred professional name.)
  • (Enter your preferred professional name.)
  • (Direct number for quick confirmations.)
  • (Best number to reach you directly.)
  • (Tell us what you’d like help with so we can prepare.)
  • Privacy Policy *
  • (Optional — share anything specific you’d like to discuss.)

Choose the questionnaire that matches the service you need. Completing it before your meeting helps us prepare and deliver the most value during your session.

Start Accounting Questionnaire
Start Tax Questionnaire

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