YERIKYAN & CO.

YOUR TRUSTED ADVISORS.
YOUR TRUSTED RESOURCE.
YOUR CPA FIRM.

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Yerikyan & Co.

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Every client and every business is different.

Our first conversation is an opportunity to understand your goals, answer questions about our services, and determine whether Yerikyan & Co. is the right fit for your needs.

Please complete this inquiry form below with as much detail as possible. The more we understand your situation, the better prepared we'll be for our conversation.

NEW CLIENT INTAKE FORM

Thank you for your interest in Yerikyan & Co.

Please complete the form below before scheduling your meeting. The information you provide will help us understand your needs and prepare for our discussion.

Please do not include Social Security numbers, bank account information, passwords, or other sensitive personal information in this form.

First Name

Last Name

Phone

Business Name

Please describe your current situation and what prompted you to reach out to Yerikyan & Co.

Have you previously worked with a CPA or tax professional?

Yes

If yes, what are you looking for that you are not currently receiving?

When are you hoping to get started with Yerikyan & Co.?

Immediately

Within 30 days

Within 3 months

Just exploring options

Is there anything else you would like us to know before your meeting?

Schedule your appointment

July 2026

Week starting Sunday, July 19

Time zone: Coordinated Universal Time (UTC)Google Meet

Sunday, Jul 19

10:00 AM - 11:00 AM

11:00 AM - 12:00 PM

12:00 PM - 1:00 PM

1:00 PM - 2:00 PM

I have read and agree to the Consultation Terms and Privacy Policy.

By submitting this form, you acknowledge that no CPA-client relationship is created by scheduling a meeting, that this meeting is not a substitute for professional advice, and that you should not submit sensitive personal information through this form.