4 minutes to fill out the form

For testing purposes only

C-Corp conditional logic Full Contact Form Only

What best describes you?

Please choose the category below that fits you and your business best. Not sure about your category choice? See our Framework page here to learn more.

(To start please select startup) Are you an Individual or Business?
Please select startup
Entity type?
Please select the C-Corp
In addition to your C-Corporation return, do you need us to prepare your personal tax return?

When prospect select the "No, only the business return" it will hide following questions:

  1. Marital status
  2. Household income
  3. Spouse name
  4. Any big personal income events (stock sales/exercises)
  5. Urgent personal liquidity events
  6. K-1s
  7. 1099s
  8. And change the question if prospect have personal equity comp to company equity comp

And add following questions:

  1. State of operations?
  2. Revenue?
  3. Profit?
  4. Estimate funding?
  5. Employee counting?
Legal name
Legal name
First Legal Name
Last Legal Name
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Are you married?
Are you the primary taxpayer listed first on the tax return?
Which best describes your current work situation?
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
(New question) Does the company have any equity compensation plans or equity activity?
New question if prospect need assistance with the business return only.
Any big urgent liquidity events coming up?
How many states do you need to file in?
Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.
Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.
Do you have K-1s to report?
If yes, 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.
Do you have 1099s to report?
If yes, how many 1099s do you have?

How are you getting your accounting done?

(You can choose more than one)

What is your primary goal of working with us?

(You can choose more than one)

Click here for more info

Please indicate the total value range of your foreign assets:
Please also note that foreign stocks / investments owned in USA based brokerage generally do not need to be disclosed.
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.

Please Read Before Submitting the Form

Once you submit the form, you will receive an email from us. Email will be our primary mode of communication to ensure a good fit and maximize the effectiveness of the process. We will request additional information before the call if everything aligns.

If our message isn’t in your inbox, please check your Promotions or Spam folders and move it to your inbox so you don’t miss anything. To share additional information, simply reply to that email and CC all recipients.

4 minutes to fill out the form

Get In Touch

We look forward to hearing from you. Please review the selections below to learn about how we work.

Draft - Client Contact Form For Testing
  • Engagement Information
  • Intro
  • Basic Info
  • Key Info
    • Submit

    Consultations are complimentary. Please note that if we do not have the capacity to support your specific needs following the contact form submission, we will let you know as soon as possible.

     

    Please note: We do not perform planning / advisory only engagements as we do this as part of a tax return engagement. As part of our standard tax engagement, we do a review of the prior returns filed.

    I AM A FINANCIAL ADVISOR OR HAVE A SERVICE TO OFFER
    Basic Contact Form