Discovery Form
First Name
*
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Do you own any real estate or cryptocurrency?
Please Select
Yes, real estate
Yes, cryptocurrency
Yes, both
No
What is your annual income?
*
Please Select
less than $150,000
$150,000-$300,000
$300,000-$500,000
$500,000-$1,000,000
Plus $1,000,000
Which of the following services are you interested in?
*
Tax Strategy
Tax Strategy + Tax Preparation
Monthly Accounting
Monthly Accounting + Tax Preparation
When do you plan to transition to a new Tax Advisor/Account?
*
Please Select
Immediately
Within the next 1-3 months
In 3-6 months
Not sure, just exploring
Tell us about yourself and why you are looking for a new Tax Advisor/Account.
How did you hear about us?
Please Select
Google
Referral
The Real Estate CPA/Tax Smart Podcast
Great Podcast Experience
Tax Smart Investor Facebook Group
Youtube
LinkedIn
Course/Bootcamp
Semi-Retired MD
Conference
Investor
Are you able to provide your prior year's Tax Return?
Yes
No
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: