Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What State(s) do you need services for?
*
How did you hear about my services?
*
Referral
I know you personally
Google Search
Facebook
Linkedin
Other
Which services are you interested in?
*
Personal Taxes Only
Personal and Business Taxes
Business Taxes Only
S-Corp Package: (Tax, Bookkeeping, and Owner Payroll)
Bookkeeping Only
Other
How soon are you looking to get started?
Please Select
Immediately
Within the next month
Within the next few months
Not Sure, just gathering information
Business information (If Applicable)
If you own a business, please provide a few basic details below. If this does not apply to you, leave blank.
What is the Name of your business?
What type of business do you operate?
Example: contractor, online retail, consultant, real estate, law firm, etc.
Briefly describe what you need help with.
Example: contractor, online retail, consultant, real estate, law firm, etc.
What type of business entity do you have?
Please Select
Sole proprietor / Schedule C
S-Corp
Partnership
Corporation (C-Corp)
Not Sure
What are your estimated annual revenues?
Please Select
Under $100,000
$100,000 - $200,000
$200,000 - $400,000
$400,000+
Not Sure
Revenue means total sales or income before expenses, not net profit.
Are your books up to date?
Please Select
Yes
Mostly
No
Not Sure
Not Applicable
Revenue means total sales or income before expenses, not net profit.
Please add any additional information that you would like me to know about any of the services you are interested in.
*
Type "none" if you do not have any additional information.
Please do not include Social Security numbers, bank account information, tax documents, IRS notices, or other sensitive personal information in this form. Submitting this form does not create a CPA-client relationship. Services begin only after mutual acceptance and completion of an engagement agreement.
*
I understand and agree
Submit
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