Leelyn Smith Clients

Authorization to share pricing information

Thank you for your interest in partnering with Journey Advisors & CPAs!

By completing this 3 question survey, you are providing your authorization for Leelyn Smith to share information regarding the scope of your prior year's tax work (e.g., type of filings, number and types of schedules, etc.) and pricing with Journey Advisors & CPAs. This will allow us to better understand your tax needs and determine next steps.

1. Please provide your full name. *This question is required.

2. Please provide your email address. *This question is required. This question requires a valid email address.

3. Please provide your phone number, beginning with area code (XXX) XXX-XXXX. *This question is required.

4. Do you give authorization to Leelyn Smith to disclose your prior year's tax work scope and corresponding pricing to Journey Advisors & CPAs, PLLC? *This question is required.

YES - I authorize Leelyn Smith to disclose my prior year's tax work scope and pricing to Journey Advisors & CPAs