New Client Inquiry

1

Do you own a business?

YESNO

2

Do you plan to start a business?

YESNO

3

What services are you looking for?

I only need tax return preparation

I want tax planning in addition to tax preparation

I want ongoing strategic tax and business advice

I am looking for a CFO/advisory relationship

Other

4

When are you looking to engage a new tax advisor?

Immediately

Within 30 Days

Within 90 Days

Researching Options

5

What was your approximate personal taxable income last year?

Under $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1 Million

Over $1 Million

Don't Know

8

What was your approximate business revenue in the last 12 months?

Under $250,000

$250,000 - $500,000

$500,000 - $1 Million

$1 Million - $5 Million

Over $5 Million

Not Sure

9

How are you keeping the records for your business?

Pen and Paper

Excel or Google Sheet

QuickBooks Online

QuickBooks Desktop

Other

10

What is your primary goal(s) right now? (Choose up to 3)

Reduce Taxes

Improve Cash Flow

Increase Profitability

Grow My Business

Improve Financial Reporting

Entity Structure Review

Real Estate Tax Strategies

Cost Segregation Analysis

Exit or Succession Planning

11

Name* This field is required.

First Name

Last Name

12

Business Name

13

Email* This field is required.

example@example.com