INTAKE — ENGAGEMENT REQUEST
Send your details. I’ll reply with next steps.
Share what you need help with (tax, bookkeeping, payroll, planning), your timeline, and any key constraints. Erik reviews every submission and responds with a clear scope, documents needed, and an estimated start date.
SHEET / 05 — CONTACT RECORD
erik@martinezcpa.com
TURNAROUND
RESPONSE ≤ 1 BUSINESS DAY
HOURS
MON–FRI · 9AM–5PM (LOCAL)
CONFIDENTIALITY
CONFIDENTIAL BY DEFAULT
S-05
REV 04
SCALE 1:1