Contact Us

First Name *

Last Name

Company Name

Business Website

Email Address *

Phone Number *

What services are you looking for? *

Business Tax

Have you worked with a tax preparer in the past, and if yes, what difference are you hoping to receive from our services? *

What entity structure is your business? *

Other (Short answer)

What state/(s) do you operate in? *

How long have you been in business? *

What Industry do you operate in? *

Our Business tax preparation services start at $1,000, is this within your budget? *

Are you interested in discussing bookkeeping services *

(If so, please complete the bookkeeping interest form as well)

Do you have any other questions or comments not covered above regarding personal taxes you'd like to discuss?

Bookkeeping

How long have you been in business *

What services are you looking for *Monthly bookkeeping and reconciliationsQuarterly Financial analysisQuarterly tax estimate assistanceState compliance filingsBusiness Registration assistanceBusiness Consulting

Are you current on tax filings? *YesNo

Tax filings explanation

What State/(s) do you operate in? *

What industry do you operate in? *

What entity structure is your business? *

Other status

Describe your process for keeping financial records

(i.e. you summarize the bank statements at year end, you use QuickBooks, it's all kept in an Excel sheet, you haven't kept up with it, etc.).

Do you keep business and personal transactions separated in unique accounts? *

If you don't, are you willing to keep separate accounts for business and personal transactions? *

How many bank accounts do you have that are used for the business? *

How many credit cards do you have for the business? *

Do you have any current loans or lines of credit for the business? *

Do you currently have a bookkeeper/accounting service? *

If yes, please explain why you are looking to change and what difference it is that you are hoping our services will provide.

Our bookkeeping services start at $750/mo, and our consultation services at $150/hour. Is this within your budget? *

What aspects of your business are you looking to improve and what is the question related to your business that keeps you up at night? *

How did you hear of us? *

i.e. Google Search, LinkedIn, Referral, Friend, etc.

A great client-accountant relationship works both ways—let’s see if we’re the perfect fit!

Let’s get started!