Name *

First Name

Last Name

Phone *

(###)

###

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How can we serve you? (Select all that apply) *

Personal Tax Return

Business Tax Return

Trust Tax Return

Gift & Estate Tax Return

Bookkeeping Services

Sales Tax Returns

Tax Returns for Prior Years

Tax Planning

Retirement Planning

Management Consulting Services

Do you currently have a CPA? *

Yes

No

Do you currently have a financial planner? *

Yes

No

Are you currently being audited by the IRS? *

Yes

No

Do you have income from other states? *

Yes

No

If seeking Bookkeeping, Business Tax Return, or Sales Tax Return services, how do you track business, rental, or other income and expenses? (Select all that apply)

QuickBooks

Xero

Other Software

Spreadsheet

Paper Record

None

Do you need assistance with any of the following? (Select all that apply)

Foreign Income

Home Sale

Inherited Property

Installment Sales

Like-Kind (1031) Exchange

Rental Income

Sale of Business

Virtual Currency Transactions