Cleanup / Tax Deduction Form
Full Name
First Name
Last Name
Email Address
*
example@example.com
Company Name
Are you a:
CPA Firm
Bookkeeping Firm
Small Business Owner
Independent Contractor
What service are you requesting?
Monthly Tax Deduction Planning & Tracking
Cleanup & Correction
Both
How many entities or clients need support?
1
2–5
6–15
15+
Current situation (check all that apply):
Books are behind
Books are inconsistent / unreliable
Missed deductions are a concern
Preparing for tax filing
Previous bookkeeper failed
Transitioning from DIY / AI tools
Estimated monthly revenue (per business or average client):
Under $100k
$100k–$500k
$500k–$1M
$1M+
When do you need this resolved?
Immediately
Within 30 days
1–3 months
Just exploring
Are you prepared for a monthly investment starting at $1,500+ or cleanup projects starting at $3,000+?
Yes
No
Need more information
Briefly describe your situation
Submit Request
Should be Empty: