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Your Name*

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Which of these are most accurate about your current circumstances (Check all that apply)?:*

I'm starting (or have recently started) a new business.I'm considering acquiring an existing business.I own or am a part of an existing business.None of the above and I will explain below.
What brought you here? Do any of these statements resonate?:*

I currently run multiple businesses.I'd like some advice on starting up a new business.I'm a solo entrepreneur and I plan to keep it that way.My business is growing fast and I need to build my team of professionals.I need help scaling to the next level in my business.I've been operating my business for a long time and need to consider my potential succession plan options.I'm looking for proactive tax advisory services.I need estate planning help.My books are a mess (or don't exist) and I need help getting organized.I have existing resources but think I can be doing certain things better.I've worked with other CPAs or tax preparers in the past but they're impossible to reach when I have questions.I just need some basic advice periodically, my situation is pretty simple.I'm looking for a trusted advisor (or team) to help me make wiser decisions about my business.I'd like to grow my leadership capabilities.My team needs help getting on the same page.I am only looking for someone to prepare my taxes.Something else? Explain below.
Please feel free to share anything else here that might help us know why you're reaching out to us today :*
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