Tax & Accounting Services Inquiry Form
Please fill out the form below to request our tax and accounting services.
Full Name
*
First Name
Last Name
Business Name (if applicable)
*
State
Industry
*
Life of Business
*
Please Select
Initial Set up
Less than 5 Years
Less than 10 Years
Business Structure
*
C Corporation
S Corporation
Limited Liability Company (LLC)
Partnership
Limited Liability Partnership
Non-Profit
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Type of Service Required
*
Individual Tax Preparation
Business Tax Preparation
Accounting Services
Consultation
Bookkeeping Services
Preferred Contact Method
*
Email
Phone
Text Message
Monthly Revenue
*
Up to $100K
$100-$500K
$500-$1M
More than $1M
Average Monthly Transaction
*
Up to 100
100 - 500
500 - 1000
More Than 1000
Accounting Software
*
QuickBooks
Xero
Wave
Other
New Set Up Required
Form W2
*
Please Select
1
2
3
4
5+
Form 1099
*
Please Select
1
2
3
4
5+
Investments
*
Please Select
1
2
3
4
5+
Do you have Crypto Transactions
*
Please Select
Yes
No
Do you have Brokerage Accounts?
*
Please Select
1
2
3
4
5+
Do you have Sch C Business?
*
Please Select
1
2
3
4
5+
Do you have Foreign Bank Accounting Reporting?
*
Please Select
1
2
3
4
5+
Do you have Capital Gains?
*
Please Select
Yes
No
Foreign Income
*
Please Select
Yes
No
How many States filed with Previous Year Tax Return?
*
Please Select
1
2
3
4
5+
Additional Comments or Questions
Please verify that you are human
*
Submit
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