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Please complete this intake form to help us prepare for your consultation. After submission, you'll be redirected to schedule your session on Calendly.
Full Name
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First Name
Last Name
Email Address
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example@example.com
Phone Number
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Please enter a valid phone number.
What was your total tax liability last year?
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Do you (or your spouse) own a business?
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Yes
No
How many businesses do you own?
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Please Select
1
2
3
4
5
Business 1
Business 1 Name
*
Business 1 Structure
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Please Select
N/A
LLC
S - Corp
C-Corp
Nonprofit
Sole Proprietorship
Partnership
Co-op
Business 1 Annual Gross Revenue
*
Business 2
Business 2 Name
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Business 2 Structure
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Please Select
N/A
LLC
S - Corp
C-Corp
Nonprofit
Sole Proprietorship
Partnership
Co-op
Business 2 Annual Gross Revenue
*
Business 3
Business 3 Name
*
Business 3 Structure
*
Please Select
N/A
LLC
S - Corp
C-Corp
Nonprofit
Sole Proprietorship
Partnership
Co-op
Business 3 Annual Gross Revenue
*
Business 4
Business 4 Name
*
Business 4 Structure
*
Please Select
N/A
LLC
S - Corp
C-Corp
Nonprofit
Sole Proprietorship
Partnership
Co-op
Business 4 Annual Gross Revenue
*
Business 5
Business 5 Name
*
Business 5 Structure
*
Please Select
N/A
LLC
S - Corp
C-Corp
Nonprofit
Sole Proprietorship
Partnership
Co-op
Business 5 Annual Gross Revenue
*
How did you hear about us?
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Please Select
Referral
Google Search
Social Media
Our Website
Event or Seminar
Other
Who can we thank for the referral?
What issues do you need help solving?
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