Contractor Intake & Assessment Review
Company Legal Name
*
Contact Name
*
Role
Please Select
Owner
Officer
Controller
Other
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Current Situation
Preparing to bid public works projects
Already performing public works work
Payroll tax problem (IRS, EDD, FTB)
Audit or agency notice received
Cash flow or financial management issues
Not sure — need guidance
Section A — Public Works Readiness
Have you previously performed public works or prevailing wage work?
Yes
No
DIR registration status
Please Select
Active
Inactive / expired
Not registered
Certified payroll process
Please Select
LCPtracker
Other system
Manual / spreadsheets
Not set up
Any prior prevailing wage audits, penalties, or back wage issues?
No
Yes
If yes, please provide details (optional)
Anything else we should know?
Section B — Payroll Tax / Audit
Which agency is involved?
IRS
EDD
FTB
Multiple agencies
What prompted this inquiry?
Notice received
Audit in progress
Back payroll taxes
Levy or lien threat
Approximate amount involved (if known)
Under $25,000
$25,000–$100,000
$100,000+
Not sure
Is there an active deadline?
Yes
No / unsure
Anything else we should know?
Section C — CFO Advisory
Annual revenue range
Please Select
Under $1M
$1M–$5M
$5M–$15M
$15M+
Number of active jobs
Please Select
1–3
4–10
10+
Does your company self perform or subcontract work on projects?
Please Select
Self Perform - 100%
Self Perform & Sub
Subcontract - 100%
Primary financial concern
Please Select
Cash flow volatility
Job profitability
Growth strain
Financial visibility
Anything else we should know?
Section D — Not Sure / Guidance
Is there anything time-sensitive or urgent?
Yes — deadline or notice
No — proactive planning
Which best describes what’s causing concern right now?
Planning to pursue public works
Already working public works and unsure about compliance
Payroll tax or agency notices
Cash flow or financial strain
Multiple issues / not sure where to start
Which best describes your situation?
No known issues — want to confirm
Minor concerns
Known issues — unsure how serious
Significant problems — need help prioritizing
Briefly describe what prompted you to reach out.
Anything else we should know?
Submit
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