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Request an Accounting Quote

Tell us about your business in one form. Next, schedule a video meeting with Trevor Haug, CPA. We discuss fit, scope and pricing together before engagement.

Tell us about your business.

Step 1: Complete your details. Step 2: Schedule a video meeting with Trevor Haug, CPA to discuss fit, scope and pricing.

What kind of help are you looking for?

Website (leave blank)

First name

Last name

Business name

Email

Phone

How did you hear about us?

What is your approximate annual business revenue?

When are you looking to get started?

What's causing you to look for a new accountant right now? (optional, select all that apply)

I need my business/personal taxes handledI'm unhappy with my current accountantI keep getting surprised by my tax billI want more proactive tax planningMy bookkeeping is behind or messyI received a tax noticeI recently started a businessI have an S Corp and want to make sure everything is being handled correctlyI need bookkeeping, payroll or sales-tax helpOther

Anything else we should know? (optional)

No need to choose a package now — we'll confirm the right project or ongoing scope. Compare packages and project pricing →

We'll use your information to follow up on your inquiry. No obligation to begin service.

Your initial consultation is with Trevor Haug, CPA, founder of Passageway Financial. We'll confirm fit, scope, and next steps together. After the form, schedule your video meeting with Trevor for both monthly services and one-time projects.

Short, focused questionnaire
No credit card required
Scope and pricing confirmed before work

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Tax-ready bookkeeping, coordinated tax returns, and proactive planning for owner-operated small businesses across the US.

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New clients start with a video meeting. Office visits by prior appointment.

Minneapolis, MN
2817 Anthony Ln S Suite 307B
Minneapolis, MN 55418
(612) 416-1223
Menomonee Falls / Greater Milwaukee, WI
N89W16785 Appleton Ave Suite 12
Menomonee Falls, WI 53051
(920) 259-2126
Fond du Lac, WI (Staffed HQ)
17 Forest Ave Suite 018
Fond du Lac, WI 54935
(920) 259-2126