Free Estimate

Get a Free, No-Obligation Estimate for Your Tax Practice.

Tell us about your firm and how you work today. We'll review your needs and prepare a personalized DesktopCPA setup recommendation with a transparent pricing estimate—no commitment required.

Step 1 — Contact

Your Contact Information

First Name *

Last Name *

Business Email *

Phone *

Step 2 — Your Practice

About Your Tax Office

Firm / Business Name *

Business Type *

Number of Tax Preparers / Staff

Estimated Tax Clients Annually

Step 3 — What You Need

Which Capabilities Are You Considering?

Select everything you'd like included in your estimate.

Details About Your Needs

Step 4 — Consent

Your Privacy

We do not collect SSNs, taxpayer documents, banking credentials, or detailed personal tax records on this form.

I consent to be contacted regarding this estimate request and agree to the Privacy Policy. *I'd like to receive occasional marketing communications about DesktopCPA products and resources. (Optional)

SMS consent (if applicable): By opting into SMS, you consent to receive recurring automated marketing messages at the phone number provided. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. See our Privacy Policy and Terms of Service.

This form is prepared for CRM integration. Until connected, submissions may not be delivered—please also book a demo to reach us directly.

What's Included

Your Free Estimate Includes

Personalized Practice Review
We assess your firm size, client volume, and current workflow to recommend the right setup.
Recommended Configuration
A clear breakdown of the DesktopCPA capabilities that match your office's needs.
Transparent Pricing Estimate
An itemized, no-obligation estimate—no hidden fees and no commitment required.
Guided Next Steps
A suggested onboarding path and the option to schedule a live walkthrough.

No Obligation

Your estimate is completely free and carries no obligation. Final pricing, included services, and subscription terms are confirmed in a formal quotation after we understand your practice.

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Direct Practice Contact

Eric Martineau

Practice Lead & Consultation

San Antonio, Texas

Eric.M.Martineau@gmail.com +1 (254) 408-2111

1202 W Bitters Rd. Suite 1200
San Antonio, TX 78216

Book a Demo with Eric

Get Started

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