Discovery CallInterested in working together? Fill out the below information and we will be in touch shortly! Name * First Name Last Name Email * Phone * (###) ### #### What services are you interested in? * Tax Preparation Tax Planning Bookkeeping Payroll Sales Tax How did you hear about us? * Who currently prepares your taxes? * What are the biggest pain points with your current accountant? * What state do you live in? * What is your current age? * How many entities do you have and how are they structured (i.e. S-Corp, Partnership, C-Corp, etc.)? * What is the annual gross revenue of your business? * $0 - $250,000 $250,000 - $1 million $1 million - $10 million $10 million plus Not Applicable How do you keep books for your business? * QuickBooks Online QuickBooks Desktop Other accounting software Spreadsheet Not Applicable How do you keep books for your rental property * QuickBooks Online QuickBooks Desktop Other accounting software Spreadsheet Not Applicable Please provide an explanation of your situation and any comments you would like to add Thank you!
