Discovery Call
To schedule an appointment, please fill out the information below.
Contact Info
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
What type of service(s) are you looking for? (Select all that apply)
*
Tax Preparation
Bookkeeping & Accounting
Tax Planning
Business Formation
Tax Preparation
Please Check All That Apply
*
I am a W2 Employee
I have a Spouse
I have Dependents
I work in a different state than I live (multiple states)
I am Self Employed/1099 Independent Contractor and/or I receive a 1099
I have Profit/Loss from Business
I receive a K-1 as shareholder from Partnership or Corporation
I have Rental Property Income (tenants)
I have Capital Gains/Losses (sale of property or stocks, etc)
I have Education Expenses and/or Student Loans
I have Interest or Ordinary dividends
I normally itemize, instead of taking the standard deduction (not typical)
I have Unemployment Compensation
I receive Alimony Payments
I have Retirement/Social Security Income
What is your filing status?
*
Single
Head of Household
Married Filing Jointly (MFJ)
Married Filing Separately (MFS)
Widow
Not Sure
Other
How many W2 or 1099, did/will you receive for the tax year?
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1
2
3
Other
How many dependents do you have?
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1
2
3
Other
How many businesses do you have?
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1
2
3
Other
What is your filing status for your business? (If you run multiple, use "Other" choice to list status', "Business Name" - "Filing Status")?
*
Independent Contractor (Individual/sole-proprietor)
Single Member LLC
Partnership
Multi Member LLC
S-Corp
C-Corp
Not Sure
Other
How many rental/income properties do you have?
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1
2
3
Other
Bookkeeping & Accounting
Please be more specific, What type of service(s) or project(s) are you looking for? (Select all that apply)
*
Clean-Up (Review and correct entries already in the system, already reconciled)
Catch-Up (Entering missing transactions, reallocating transactions already entered, unreconciled)
Monthly Bookkeeping
Financial Statements (Income Statement, Balance Sheets)
Payroll
Sales & Use Tax
Other
What is the name of your business?
*
What City/State do you do business?
*
What does your business do?
*
What kind of business entity are you operating?
*
Individual (Sole Proprietor/Independent Contractor)
Single Member LLC
Partnership
S-Corp (or LLC elected to be taxes as S-Corp)
C-Corp
LLC - Other
Not Sure
Roughly how much does your company gross per month?
*
$1,000 - $5,000
$5,001 - $10,000
$10,001 - $25,000
$25,001 - $50,000
$50,001+
How many monthly transactions do you estimate you currently process (average of 3 months)? *A transaction is a line item that would appear on your business bank statement with a date and an amount.
0 - 50 transactions
51 - 100 transactions
101 - 200 transactions
200+
Are you currently using an accounting software? If so, which one?
*
No, I'm not using any software now
Quickbooks
Xero
Other
What challenges are you currently facing, if any?
General Questions
How did you hear about us?
Please share any additional information that will help prepare for our meeting:
*
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