Personalized Tax, Accounting, and Advisory Needs Assessment
Complete this short form to share details about you, your business, financial goals, and advisory needs. This will helps us understand your unique requirements and determine if our firm is the right fit to provide the strategies and support you need for success.
Date of Form Completion
Contact Name
*
First Name
Last Name
Primary Email
*
Contact Phone Number
*
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you own rental properties?
*
Yes
No
How many?
Do you own a business?
*
Yes
No
Business Name
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Entity Type (select all that apply)
Individual w/ Sch C
Individual w/ Sch E
Individual w/ Sch F
Limited Liability Company
Trust
C-Corp
S-Corp
Partnership
Estate
Non-Profit
Other
Other, please list
What state was your entity formed in?
When was your entity formed?
What does your company do?
Accounting Services
Agriculture
Architect
Construction - New Homes
Construction - Remodel
Consulting
Education/Training
Financial Planning Services
Health Services
Insurance Agent (Commission Income)
Legal Services - Attorney
Management Services
Manufacturing
Performing Arts
Real Estate Agent (Commission Income)
Retail Sales
Skilled Trade - Electrician, Plumber, Etc.
Other
Other, please list
Do you have additional businesses?
Yes - If marked we will follow up for more information on additional entities
Unsure
No
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Current tax accountant or CPA
How can we help you?
*
What are your primary goals or concerns that led you to reach out to us? (For example: tax planning, tax preparation, business consultation, bookkeeping, etc.)
Do you want us to prepare tax returns for all of your business(s)?
*
Yes
No
Unsure
Referred By
*
How did you hear about us?
Relation to an Existing Client
Are you related to or associated with an existing client of our firm?
On a scale of 1 - 10 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?
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What day(s) work best for your schedule? (select all that apply)
Monday
Tuesday
Wednesday
Thursday
Friday
What time of day would you prefer to meet?
AM
PM
No Preference
Please upload a copy of your most recent return(s) HERE
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