Name *

First Name

Last Name

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