Tax Planning - Help Us Get To Know You!
Email address *
My Name Is:
The name of my business is
My type of business is
Clear selection
How did you hear about us?
Clear selection
What services are you looking for (check all that apply)?
Share with me why you started your business
What's the biggest challenge you've had in the past 12 months?
How has your biggest challenge impacted your business?
What have you tried to do to resolve your biggest challenge?
What are your annual sales?
Clear selection
What is your number 1 goal for your business?
What is your number 1 goal for your personal life?
Are you currently working with a Profit First professional?
Clear selection
Are you working with another CPA or EA for tax planning services?
Clear selection
Are you willing to allow us to look at your last two years' of tax returns and current financial data to see if you could benefit from tax or profit planning?
Clear selection
Are you ready to act NOW to improve the bottom line of your business?
Clear selection
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy