First Name*
Last Name*
Email*
Company *
Title
Work Phone
Mobile Phone
Company Address
Address Line 2
City/State/Region/Province
Postal / Zip Code
Company Website
Business Structure *
Sole Proprietor
LLC Single Member
LLC Partnership
S Corp
C Corp
Year the business was formed *
How many owners are there in the business?
Do you have multiple state returns?
Yes
No
If yes, what states other than the main location?
Are you current on your taxes?
Yes
No
If not, how far in arrears are you? (no judgement here!)
Do you feel your current preparer is responsive?
Do you talk with your preparer other than at tax time?
Does your current preparer ask questions and help you make tax related decisions?
Submit