Consultation Questionnaire

Consultation Questionnaire
The date suggested by the scheduling department will only be reserved upon completion of this questionnaire and payment.
Client Name:*

First NameLast Name
Who recommended us to you?
Do you have a registered company in the U.S.?*

YesNo
Company Name:
How many partners does the company have?
Annual company revenue:
Company industry:
Phone number:*
E-mail:*
example@example.com
Select your status in the U.S:
U.S. Tax Resident

U.S. CitizenU.S. Green Card HolderU.S. Work AuthorizationE2 Visa - U.S. ResidencyB1/B2 Visa - Over 183 Days in the U.S.Out of Status - U.S. Resident
Non-U.S. Tax Resident

F1/F2 VisaB1/B2 Visa - Less than 183 Days in the U.S.E2 Visa - Residency Outside the U.S.Other - Investor Only, No VisaOther - Please explain in the box below.
Explain "Other"
Topics of interest:*

Company Formation and StructuringBusiness RestructuringBusiness InternationalizationIntroduction to U.S. AccountingTaxationService TransferBusiness Licenses
If you would like to start a new company:
If you would like to make changes to your company:
If you have a business in another country, and would like to register it in the US:
If you would like to understand the accountant's role:
If you would like to know about the services we offer:
If you have taxation questions:
If you business need a license:
Other
Please input

Select your status in the U.S: