Get In Touch

Please share a few details about your situation so we can assess scope and complexity.

G.CPA - Pre-call Follow Up
Legal name
Legal name
First Legal Name
Last Legal Name
Which best describes your current work situation?
Do you have any dependents (e.g., children or other qualifying dependents)?
Are you married?
Is your spouse currently working?
Which best describes your spouse’s current work situation?
New client annual fees start at $1,500, is that within your budget?

More about average fees here.

Approximate household income?
Any equity compensation?
(You can choose more than one)
Approximate value of all vested and unvested equity related to current / previous employment
Any big urgent liquidity events coming up?
Do any of the following apply to you? (Select all that apply)
Select all that apply. If none apply, choose “None of the above.”
How many K-1s do you have?

Note:

  • We generally do not work with clients that have more than 10 K-1s.
  • We may work with clients on an exception basis if they have over 10 K-1s.
  • Please note: We do not provide support for carried interest tax or advisory.
If yes, how many 1099s do you have?
Please indicate the total value range of your foreign assets:
How did you hear about us?

To ensure we can provide the most accurate and tailored support, please share a few additional details regarding your equity compensation by uploading the requested documents below.

If you’re unable to provide them ahead of time, kindly be prepared to share your screen during the call so John can review the information with you directly.

Maximum file size: 10MB

Upload screenshots from your equity portal. Allowed file formats: Image, or PDF. Multiple files allowed

Maximum file size: 10MB

Upload An Excel summary (or table copy/paste) of your equity grants, vesting schedule, fair market value (409A), and overall dollar value.Allowed file formats: Excel, CSV, Image, or PDF. Multiple file allowed.
Providing detailed information in advance helps us tailor our recommendations and make the most of our time together. It allows us to move forward more efficiently and focus on meaningful planning during the call, saving both time and potential costs.

Business Client Questions

Entity type?
In addition to your C-Corporation return, do you need us to prepare your personal tax return?
How is the current accounting being performed?
Is there any existing retirement plan set up for the business?