Initial Consultation Request Form
Completing this form will help you get the most out of your initial consultation. By providing the following information now, we will be able to discuss the issues that really matter to you during our call.
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What is your phone number?
What is your full legal name?
If you are married, what is your spouse's full legal name?
If you own a business, what is the legal name of the business?
What type of entity is your business?
Other/Don't Know/Not Sure
Who owns your business? An informal list of owners and ownership percentages will be very helpful.
How do you keep the books for your business?
QuickBooks Online (Simple Start, Essentials, Plus, or Advanced)
QuickBooks Online Self Employed
Do you have employees?
Briefly describe your business (what do you do)?
Do you own any rental real estate?
Do you have any other investments (i.e. brokerage accounts) or receive any other K-1s?
What are the questions you would like me to answer for you? This is the most important part of the call!
Who referred you to my practice (if you were referred)?
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