First Name
*
Last Name
*
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Why are you looking to partner with a new CPA firm?
*
No longer want to prepare my own returns
Better pricing
Prior tax professional lacks knowledge about my situation
Prior preparer retired/passed away
Higher team availability
Need tax planning
Household Identification (all that apply):
*
Receive a W-2 (employee)
Self-Employed (full-time)
Self-Employed (part-time)
Single-Member LLC Owner
Multi-Member LLC Owner
S-Corporation Owner
C-Corporation Owner
Likely to File Jointly
Likely itemized deductions
File in multiple states
Estimated Household Income:
*
Under $100,000
$100k - $250,000
$250k - $400,000
$400k to $550,000
$550k to $700,000
$700k to $1,500,000
Over $1,500,000
Own Rental Property?
*
Please Select
No
Purchased first short-term rental
Own 2 to 5 properties
Own 6 to 10 properties
Own more than 10 properties
Tax Years To Be Filled:
*
2025
Prior to 2025
2026 and Beyond
Where Did You Hear About Us:
*
Please Select
Referral
Live Event
Podcast
Virtual Event
Social Media
Online Search
I Don’t Recall
Verify you are human
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