Owen Lyon & Associates, PC

Contact Us

To schedule a consultation, simply fill out the form below. We look forward to serving you.

Owen Lyon & Associates, PC
385 W. Main Street
Lewisville, TX 75057
Phone: 972.317.0529 | Fax: 972.317.1323
Email: info@owenlyon.com

Are you a :

Individual Client

Please help us respond appropriately to your needs by providing the following information:
First and Last Name:
Company Name:
Phone:
Email:
In prior years has your federal tax return been prepared by:
Prior year's Tax Bracket (rate):
I don't know
Have you received correspondence from the IRS regarding an unresolved tax matter?
Are you anticipating a significant increase in income or other issues that will add to the complexity of your tax return?
How may we serve you? (Please check all that apply)
Tax Planning & Preparation Severance Package Consultation IRS Representation Guidance Regarding Exercise of StockOptions
Investment Advice Retirement Planning New Business Start-up Consultation Estate Planning
Other:

Business Client

Please help us respond appropriately to your needs by providing the following information:
First and Last Name:
Company Name:
Phone:
Email:
How long has your company been in business?
Type of Business Entity:
Other Type of Business Entity
Number of Employees
Estimated Annual Sales or Gross Receipts
Do you have significant inventory:
In prior years has your federal tax return been prepared by:
What accounting software do you use?
Are current financial statements available?
Financial statements are currently prepared by:
Company payroll is prepared by:
Briefly, how may we serve you?