Tell us about yourself^*

First name^*

Last name^*

Email^*

Phone number

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What type of client are you?^*

Individual

Business

Individual and business

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What is your business name?^*

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What is your business entity type?^*

Sole proprietor

Single Member LLC

Partnership

C Corporation

S corporation

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How long have you been in business?^*

Not yet in business

Less than 1 year

1–3 years

4–10 years

More than 10 years

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What is the estimated annual revenue for your business?^*

No revenue yet

Under $100,000

$100k - $250k

$250k - $500k

$500k - $1M

Over $1 Million

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What is your current bookkeeping setup?^*

QuickBooks Online

Spreadsheets (Excel or Google Sheets)

No system yet

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Who is currently handling your bookkeeping?

I handle it myself

Family member

Employee

outside bookkeeper/accountant

No one at the moment

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Please describe your business and its accounting needs.^*

Tell us about your industry, business activities, records, and any accounting questions or challenges.

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Which services are you interested in?^*

Tax Preparation

Tax Planning

S-Corp Election & Planning

Bookkeeping

Other

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Please tell us more about the services you need.^*

Share your goals, current challenges, deadlines, or any specific questions.

/

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What is your estimated annual personal income?^*

Under $100,000

$100k - $250k

$250k - $500k

$500k - $1M

Over $1 Million

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How soon do you need help?^*

Immediately

Within 30 days

Within 1–3 months

Just researching options

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Is there anything else we should know about you or your business?

/

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Are you comfortable working remotely and sharing financial information securely through an online portal?^*

Yes

No

I have questions about the process

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