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Business Tax Inquiry
This form takes 2-3 minutes to complete and helps us understand how to best support you and your business tax needs. Detailed tax documents are not required at this stage.
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Name
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First
Last
Email
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Which option(s) best describe your business? Select all that apply.
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Sole proprietor/Single-member LLC
Partnership/Multi-member LLC
S Corporation
C Corporation
New business (started in the last two years)
Not sure
What best describes your business activity?
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Services
Products
Services & Products
Property & Assets
Other
Briefly describe what industry your business serves.
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Which option(s) may apply to your business this year? Select all that apply.
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Significant changes in revenue
Multi-state activity or out-of-state filings
Payroll
Contractors and 1099 filings
Asset purchases or disposals
Business loss carryforwards
None of the above/not sure
How is your bookkeeping currently handled?
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Up to date and reconciled
Mostly up to date, but needs clean-up
Behind or not maintained consistently
Just starting out, I could use some serious help
What is bookkeeping?
What are your biggest tax concerns right now? Select all that apply.
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Owing more than expected at tax time
Not knowing what I can deduct
Quarterly estimated payments
Notices from the IRS and state taxing authorities
Prior year returns
Getting my business books in order for tax season
Entity structure (LLC vs. S Corp, etc.)
Tax planning and reducing future taxes
Just want peace of mind
Do you currently work with a CPA or tax professional?
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Yes, I’m looking to switch
Yes, my current CPA/tax professional is retiring/unavailable
No, I have not previously worked with a CPA/tax professional
Not sure yet
When are you looking for help?
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As soon as possible
In the next 1-3 months
Before the next tax filing deadline
Just exploring options
us? you Select
How did you hear about us?
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Web search
Referral
Social media
Something else
Do you have any questions for us?
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Do you have questions or concerns you want specifically addressed? Let us know, we’d love to help you.
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