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1

Are you seeking services for a business or as an individual?* This field is required.

Business

Individual

Both

2

What tax return does your business file?* This field is required.

1120 S (S-Corp Tax Return)

1065 (Partnership Tax Return)

1120 (Corporate Tax Return)

Schedule C (Sole Proprietorship)

Schedule E (Rental Real Estate)

Other

3

What is the biggest financial or tax challenge you're facing?* This field is required.

Keeping my records up-to-date and tax filings

Minimizing my tax liability

Understanding cash flow or profitability

Planning for growth or acquisitions

Other

5

What is your top financial goal for the next 12 months?* This field is required.

Ensure tax compliance and streamline bookkeeping

Improve cashflow or profitability

Reduce tax burden or scale strategically

Prepare for acquisition or exit

6

When are you looking to start with a new CPA firm?* This field is required.

Immediately

Within 1 - 3 months

Before year-end

Just exploring

7

What's your name?* This field is required.

First Name

Last Name

8

What's your best email address?* This field is required.

example@example.com

9

What's your best phone number, so we can learn more about you?* This field is required.

Please enter a valid phone number.

10

What is your primary reason for seeking tax or financial services?* This field is required.

Basic tax preparation (Standard income, W-2)

Complex tax planning (e.g. Investments, Estate, Self-employment Income)

Concierge style tax preparation

High-net-worth Tax Strategies or Estate planning

Other

11

When are you looking to start with a new CPA firm?* This field is required.

Immediately

Within 1 - 3 months

Just exploring

13

What's your name?* This field is required.

First Name

Last Name

14

What's your best email address?* This field is required.

example@example.com

15

What's your best phone number?Optional

Please enter a valid phone number.

16

Briefly, what do you want our team to know?* This field is required.