Referrals - Apply Here To Get Matched to a Better Fit Financial Team Name * First Name Last Name Email * Company Name Tell us about your business! * What industry are you in, who's your ideal client, where are you located? Are you the sole owner of your business? * Yes, I own it 100% No, I have partners or shareholders Which tax return type do you file? * Form 1040 - Schedule C Form 1120S - S Corp Form 1065 - Partnership Form 1120 - C Corp I don't know. Do you have a tax preparer, bookkeeper or coach now? * Yes, but I'm unhappy. Yes, but I've outgrown them and need more supprt. No, I've never had one. No, I don't have one now. I did before. Yes, I have one but I need more support now. Do you currently own multiple businesses? * Yes No Is your company based in the US? * Yes No Is your company doing business in multiple states? * Yes No How do you prefer to meet? * In Person Remote (phone or video call) Hybrid Doesn't Matter Is inventory and/or e-commerce a primary revenue stream for you? * (This includes brick and mortar shops, food and beverage businesses, and online retail shops, among others.) Yes No Which software do you use? * Quickbooks Online Quickbooks Desktop Xero Sage, Patriot, or something else Excel/Google Sheet 5 Minute Bookkeeper I have no accounting software in place right now. Which services will you need from your new service partner? * Payroll + Quarterly Reports Bookkeeping + Financial Reports Sales Tax Returns Tax Prep Tax Planning Business Coaching Business Consulting Something Else Are you up to date on your tax obligations or do you need some years filed? * Yes, I'm up to date. No, I need to file some. Are you looking for a referral for a tax preparer, business coach, bookkeeper or something else? * You may choose as many as you'd like. Bookkeeper Tax Preparer Tax Preparer + Tax Planner Business Coach/Consultant Financial Adviser Lawyer Something Else Lastly, we would love to know how you heard about us! * Thank you for submitting your form!
