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What is your name?
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Email Address
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Phone Number
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4
What Services Are You Interested In?
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Individual Tax Services
Business Tax Services
Business Accounting Services
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Individual Tax Services
Business Tax Services
Business Accounting Services
Something Else
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5
What causes you the most stress around taxes?
Unexpected balance due
My advisor is unresponsive
Feeling like I'm overpaying
Not understanding how our business growth will impact taxes
Fearing that I will get contacted by the IRS
Not understanding my tax return
Not understand which forms we need to file
Keeping up with tax law changes
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6
What Causes You The Most Stress Around Your Finances?
Time commitment required to maintain accurate books
Cash flows not aligning with current expenses
Cash flows not aligning with growth targets
Bank requirements to receive funding
Improving key performance indicators (KPIs)
Preparing and analyzing budgets
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7
Do You Currently Work With A CPA or Accounting Professional?
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Yes, I meet with them throughout the year.
Yes, but I only meet with them at tax time.
No, I file on my own
I'm looking for someone new
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Yes, I meet with them throughout the year.
Yes, but I only meet with them at tax time.
No, I file on my own
I'm looking for someone new
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8
Is there anything else you would like to tell us about your current situation?
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