Prospect Fit Check — Angel Zhen, CPA

1

Full name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Mobile (best for text)* This field is required.

Please enter a valid phone number.

4

Which best describes you?* This field is required.

Solo / small business owner

Real estate investor

Both business owner and real estate investor

Individual (mainly W-2 / investments)

Other

5

If Other, please specify* This field is required.

6

What’s the main reason you’re reaching out?* This field is required.

Tax planning / strategy (this year and next)

Annual tax preparation only

New business or entity setup

IRS or California notice / back taxes

Bookkeeping or QuickBooks cleanup

Not sure yet

7

Where is most of your work or investing?* This field is required.

California

Multiple U.S. states

Outside the U.S.

8

Which of these apply?* This field is required.

S-corp or partnership

Rental properties

Short-term rentals / Airbnb

Cryptocurrency

Employees or contractors

None of these

9

Rough annual income or business revenue* This field is required.

Under $100,000

$100,000 – $250,000

$250,000 – $500,000

$500,000+

Prefer not to say

10

When do you need help?* This field is required.

Within the next 2 weeks

This quarter

Just exploring for later

11

How do you handle taxes today?* This field is required.

No tax pro right now

Have a CPA / EA and considering a switch

DIY or tax software

12

Anything I should know before we talk?