Pricing "*" indicates required fields Step 1 of 5 0% We can build a package of solutions to tailored to fit your specific situation. Just answer a few quick questions and you’ll receive an email with different options to ensure you’re only paying for what you need. First, what do you need help with?* Tax (tax filings, tax planning, estimated taxes, etc) Business Advisory (bookkeeping, accounting services, payroll, financial reporting, etc) Financial Advisory (financial planning, retirement planning, goal setting, etc) TaxIn total, how many states did you earn income in last year?* Just one Two Three More than Three In general, how do you feel about your taxes?* They give me an incredible amount of stress and I want to never think about them I sort of understand them but no one’s ever fully explained it to me I’m basically on top of them but don’t really want to deal with filling out the forms My income*SelectI have a W2 jobI own my own businessI am a contractor / freelancer / 1099 workerFor Single w2 jobs* Compensation is entirely in cash Compensation includes stock options / RSUs, other types of equity What type of business is it?* Sole Proprietorship Single Member LLC Partnership S Corp C Corp Non Profit Approximately what were the company’s revenues and expenses last year?Revenue* Expense* How long have you been in business?* <1 year 2-5 years 5+ years My spouse's income*SelectI am single or filing separatelyMy spouse has a W2 jobMy spouse owns their own businessMy spouse is a contractor / freelancer / 1099 workerFor Married w2 jobs Compensation is entirely in cash Compensation includes stock options / RSUs, other types of equity What type of business is it?* Sole Proprietorship Single Member LLC Partnership S Corp C Corp Non Profit Approximately what were the company’s revenues and expenses last year?Revenue* Expense* How long have you been in business?* <1 year 2-5 years 5+ years Besides your job, do you have any other income?* I own a rental property I get money from a partnership or trust (K1) I have an inherited IRA None of the above How many investment properties do you own?* Do you have a record of income and expenses?* Yes No Do you have any dependents? (Children, elderly parents, etc) ?* Yes No Do you own your home or do you rent?* I own my home and pay a mortgage I own my home and don't have a mortgage I'm currently renting Are there any other tax-related issues we should be aware of?Briefly describe here: Business Advisory What type of business is it?* Sole Proprietorship Single Member LLC Partnership S Corp C Corp Non Profit Approximately what were the company’s revenues and expenses last year?Revenue* Expense* How long have you been in business?* <1 year 2-5 years 5+ years What is your current accounting software?* Quickbooks Online Quickbooks Desktop Xero Freshbooks Spreadsheets None Do you have employees or contractors?* Yes No, it's just me How many?* Are you currently set up on a payroll system?* Yes No Which of the following best describes you?* I loathe bookkeeping and just want someone to do it for me I know how to do the bookkeeping but am too busy with other things I'm on top of the books but just want someone to occasionally ask questions to Do you need tax filing help?* No I'll do those myself or have someone else help Yes Are there any other issues we should be aware of? Financial Planning Have you ever had a financial plan created for you?* Yes No Approximately how much money do you have in NON-retirement accounts?* Less than $1,000 $1,000-$5,000 $5,000-10,000 $10,000-50,000 $50,000 or more Approximately how much money do you have in retirement accounts (401k, IRA, Roth, etc)?* Less than $10,000 $10,000-100,000 $100,000-500,000 $500,000 or more When are you planning on retiring?* Not for 25+ years Maybe in the next 10-15 years Hopefully in the next few years, but want to make sure I have enough saved first As soon as possible Do any of the following apply to you?* Money in general stresses me out I feel like I'm spending too much or saving too little I have no idea if I'm on the right track I feel like I'm probably doing OK but would like someone to confirm None of the above Are there any other issues we should be aware of? That's it! Please provide your name and email address and we’ll send a few options customized just for you.* NameEmail* EmailNameThis field is for validation purposes and should be left unchanged.
