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If you’re ready to have a conversation about working together, please fill out our contact form and we’ll get back to you within 1-2 business days. We’re looking forward to hearing from you and supporting you as a trusted advisor!

Business Tax Inquiry Form

Name

First Name

Last Name

Email

What type of entity is your business?

Pick one

LLC

Sole proprietor

S Corp

C Corp

I need help deciding!

What Industry is your business in?

If you are using a CPA, why are you looking to switch?

If you are filing yourself, why are you looking to hire a CPA?

If you are inquiring about a consultation meeting, please describe in a couple sentences what you'd like to discuss.

Personal Tax Inquiry Form

Name

First Name

Last Name

Email

How are you currently filing your taxes?

I file my own tax return using TurboTax or some similar program

I file my own tax return by filling out Form 1040 from the IRS website and mailing it in

I use a CPA to file my tax return

This would be my first time filing a tax return

If you are using a CPA, why are you looking to switch?

If you are filing yourself, why are you looking to hire a CPA?

On a scale of 1-3, how organized are you from a tax perspective?

3 - I am on top of all of the documents I expect to receive for my tax filing and provide it well before the deadline

2 - I am mostly on top of all of the documents I expect to receive for my tax filing and provide it in a timely manner with a reminder or two

1 - I will need many reminders to get my tax documents together 🙂

If you are inquiring about a consultation meeting, please describe in a couple sentences what you'd like to discuss.

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