Full name
*
First Name
Last Name
Email
*
example@example.com
Mobile phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
State
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
District of Columbia (DC)
Which best describes you?
*
Business owner (S-corp / LLC / C-corp / partnership)
Self-employed / 1099 / consultant
High-income employee with side business, rental or equity comp
Real estate investor
Other
Approximate annual business revenue
*
Under $150K
$150K–$500K
$500K–$2M
$2M–$10M
Over $10M
Not a business owner
Approximate household income
*
Under $150K
$150K–$250K
$250K–$500K
$500K–$1M
Over $1M
Number of employees
*
0
1–4
5–19
20–49
50+
Did you owe more than expected when filing your 2025 return?
*
Yes
No
Not sure
Are your 2026 books up to date through October?
*
Yes
Behind 1–3 months
Behind more than 3 months
I don't keep books
Biggest tax concern for 2026
How did you hear about us?
*
Please Select
Financial advisor
Business broker/lender
LinkedIn
Facebook group
Webinar
Email
Google
Referral from a friend
Other
Referring partner name
I agree to share my 2025 tax return and current-year P&L or pay stubs before the call.
*
I agree to share my 2025 tax return and current-year P&L or pay stubs before the call.
By checking this box, I agree that TaxBooksCFO LLC may contact me by phone call, text message and email at the number and email provided, including calls and texts made using automated technology or an artificial or prerecorded voice, about my tax planning inquiry. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out.
*
By checking this box, I agree that TaxBooksCFO LLC may contact me by phone call, text message and email at the number and email provided, including calls and texts made using automated technology or an artificial or prerecorded voice, about my tax planning inquiry. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out.
TaxBooksCFO provides tax planning, preparation, bookkeeping and fractional CFO services. Projections are estimates based on information you provide and are not a guarantee of any tax outcome.
Request a consultation
Should be Empty: