Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Best time to call you
*
Include your time zone (e.g. Weekdays after 5pm CT)
How did you hear about us?
*
e.g. Referral, social media, search, podcast
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What was your approximate annual income last year?
*
Please Select
Under $100,000
$100,000 – $250,000
$250,000 – $500,000
$500,000 – $1,000,000
Over $1,000,000
What was your tax refund (or amount owed) last year?
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Please Select
I received a refund
I owed taxes (under $5,000)
I owed taxes ($5,001-$10,000)
I owed taxes ($10,001-$20,000)
I owed taxes ($20,000-$30,000)
I owed taxes ($30,000)+
Broke even
How is your business currently set up?
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Please Select
Sole proprietor / freelancer
LLC (single member)
LLC (multi-member)
S-Corp
C-Corp
I don't have a business
Not sure
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What's one thing you'd do differently with your money this year?
*
e.g. Pay less in taxes, build wealth faster, stop leaving money on the table…
What do you most want to learn or understand better?
*
e.g. Tax strategy, business structure, investing, retirement planning…
What's your biggest financial challenge right now?
*
Be specific — this helps us come prepared with real solutions.
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Do you need tax preparation services?
*
Please Select
Yes, for personal taxes
Yes, for business taxes
Yes, for both personal and business
No, just strategy / consultation
Do you need business formation services?
*
Please Select
Yes
No
Not sure — I'd like to learn more
Do you need business consultation services?
*
Please Select
Yes
No
Not sure — I'd like to learn more
Are you a little confused and know you need help but not sure where?
Any additional questions or comments?
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Anything else you'd like us to know before your consultation.
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