Request an Introduction
Tell us a little about your situation. It takes about two minutes. We reply within two business days to set up a short introductory call.
Contact Information
Full Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Your Situation
What are you reaching out about?
*
A trust or estate (trustee, executor, or beneficiary)
A nonprofit or church
Cross-border or international tax
My business
My household or personal taxes
Something else
What is your role?
*
Trustee
Executor / Personal representative
Beneficiary
Attorney or other advisor
Date of death or date the trust became irrevocable, if applicable
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Is an attorney already involved? If so, who?
Organization name
*
Approximate annual gross receipts
*
Under $50,000
$50,000 to $200,000
$200,000 to $1 million
Over $1 million
What do you need help with?
Form 990 / 990-EZ / 990-N
Clergy compensation and housing allowance
Payroll and information returns
Exemption application or status questions
Bookkeeping or financial statements
Other
Which countries are involved?
*
Which of the following apply?
Foreign bank or investment accounts
Foreign business or company ownership
Foreign trust or inheritance
Moving to or from the U.S.
Foreign income or tax credits
Business name
*
Entity type
*
Please Select
Sole proprietor / single-member LLC
Partnership / multi-member LLC
S corporation
C corporation
Not yet formed
Approximate annual revenue
Under $250,000
$250,000 to $1 million
$1 million to $5 million
Over $5 million
Which of the following apply?
Rental or real estate holdings
Equity compensation (RSUs, ISOs, NSOs)
Multiple states
K-1s from partnerships or S corporations
Significant investment income
Tax notice or IRS correspondence
A Few More Details
In a few sentences, what brings you to Seastone?
*
Is there a deadline we should know about?
*
Yes, within 30 days
Yes, within 90 days
No
How did you hear about us?
*
Referred by an attorney or advisor
Referred by a client or friend
Search engine
LinkedIn
Other
Who referred you, or where did you find us?
Request an Introduction
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