Let’s Talk Taxes To get started, tell us more about your personal situation below to confirm we’re a good fit. Then we’ll reach out to schedule your free consultation call. Need to talk about your business? Click Here. NOTICE: Due to high volumes, we will no longer be accepting clients for the 2024 tax season. We apologize for any inconvenience. Step 1 of 5 20% Name(Required) First Last Email(Required) Phone(Required)Date of Birth(Required) MM slash DD slash YYYY Marital Status Single Married Divorced Widowed Separated Domestic Partnership Spouses Name(Required) First Last This field is hidden when viewing the form_gcl_awThis field is hidden when viewing the form_gcl_dcThis field is hidden when viewing the formgac Name of EmployerWhat are your financial goals?(Required)What are your sources of income? (select all that apply)(Required) Salary/Wages Investment Income Retirement Income Business Income Rental Properties Farm Income Other sources of income if not stated above. What is your estimated taxable income(Required) $0-$250K $250K- $500K $500K-$1 Million $1 Million+ Are you currently participating in an employer retirement plan?(Required) Yes No Which personal services are you interested in(Required) Tax Preparation and Filing Tax Planning and Strategy IRS Problem Resolution Wealth Management Advisory Financial Planning Divorce Financial Planning Other personal services are you interested if not stated above. What do you always wish in your perfect relationship with your CPA?(Required)Would you prefer a virtual or in-person consultation?(Required) Virtual (Zoom) In-person (Located at our office) Due to unforeseen circumstances, our in-person consultations will be on hold until August 2025. We apologize for any inconvenience.Any new "events" you would like us to be aware of? Ex. new baby, marraige, divorce, death, retirement, sale of business or property, etc.How did you hear about us?(Required) Additional CommentsCAPTCHA
