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1
What specific services are you looking for in a CPA? (Select all that apply)
Tax return preparation
Tax planning and strategy
Bookkeeping and accounting
Investment advice
Other
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2
What challenges do you currently face with your accounting or tax situation that you are looking for help on?
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3
How many entities do you currently need tax services for?
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4
What states are you currently doing business in?
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5
What type of business do you run?
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6
Do you run investment funds with private investors?
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NO
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7
Would you like us to run an analysis of your tax situation and get a quote for tax preparation services?
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NO
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8
Name
First Name
Last Name
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9
Email
example@example.com
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10
Phone Number
Please enter a valid phone number.
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