General Information
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Email *
Last Name, First Name *
Address *
Phone Number *
How did you hear about us? *
If you are inquiring about your business, please provide the business name.
What type of entity do you have (check all that apply)? *
What assistance do you need? Check all that apply. *
Do you have any real estate rental income? *
Do you have any digital or crypto-currency activity? *
How often do you want financial statements? *
What time period do you need your financial statements? *
What type of financial statement do you need? *
How are you currently handling bookkeeping? *
What accounting software do you use? *
How do you process your payroll? *
When do you normally do your income tax return? *
When do you prefer to do your income tax return? *
How do you prefer to communicate? *
What type of meeting do you prefer? *
Please provide any additional comments to assist us in preparing for your consultation.
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