Get In Touch

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

G.CPA - Full Contact Form

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 have limited openings for consulting / advisory engagements depending on our current capacity and your needs. More on consulting engagements here. As part of our standard tax engagement, we do a review of the prior returns filed. Completing the full form helps us better assess your needs and ensure a great fit.

G.CPA - 30s Contact Form

Only have 30 seconds?

Fill out the form below, and we will take it from there.

Legal name *

Legal name

First Legal Name

Last Legal Name

Email *

Phone number

You agree to receive automated transactional messages. Messaging frequency may vary. Text and data rates may apply. Reply STOP to unsubscribe. Reply HELP for assistance. View terms and privacy policy here.

Urgency level *

Are you married? *

Yes

Are you the primary taxpayer listed first on the tax return? *

Yes

No, my spouse is

Partner (spouse) legal name *

Partner (spouse) email *

Which best describes your current work situation? *

I work as an employee for a company

I own a small or solo business

Both of the above apply

Employer / Company Name *

Business Name *

Is your spouse currently working? *

Yes

Which best describes your spouse’s current work situation? *

Works as an employee for a company

Owns a small or solo business

Both of the above apply

Spouse’s Employer / Company Name *

Spouse’s Business Name *

What best describes you? Are you an Individual or Business? *

Standard Individual

Solo Business Owner

Equity Comp

ISO Comp

Startup

Small Business

Inventory & Manufacturing

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

What is your primary goal of working with us? *

Tax return assistance

Request for consulting only

New client annual fees start at $1,500, is that within your budget? *

Yes

More about average fees here.

Approximate household income? *

Startup mode / lossles

Less than $250K

$250K to $500K

$500K to $1M

$1M to $5M

Over $5M

Please provide a rounded estimate *

Any big income events such as stock sales or exercises expected for this year or next year? *

Any equity compensation? *

YES – But not sure exactly what it is

No – None at this time

ISO – Incentive Stock Options

RSU – Restricted Stock Units

ESPP – Employee Stock Purchase Plan

Founder – Founder shares

Old Stuff – Some equity from prior employment

I am interested or have an equity plan for my own startup

(You can choose more than one)

Approximate value of all vested and unvested equity related to current / previous employment *

Less than $1M

$1M to $10M

$10M to $20M

$20M to $30M

Over $30M

Please provide a rounded estimate *

Which company granted you your stock options or equity compensation? *

How many states do you need to file in? *

1 States

2 States

3 States

4+ States

What states do you need to file in? *

Which tax years? *

States 2 *

States 2 tax years *

States 3 *

States 3 tax years *

States 4 *

Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.

State 4 tax years *

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? *

Yes

If yes, how many K-1s do you have? *

1-5

6-10

More than 10

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? *

Yes

If yes, how many 1099s do you have? *

1-5

6-10

More than 10

Do you file taxes in a country outside the U.S.? *

Yes

Any foreign business ownership or investors? *

Yes

Please provide more details about the foreign business or investors *

Any foreign assets at any point in time during the year? *

Yes

Please indicate the total value range of your foreign assets: *

Less than $10,000

$10,000 – $50,000

Over $50,000

Please provide more information about the foreign assets you held *

Please also note that foreign stocks / investments owned in USA based brokerage generally do not need to be disclosed.

How did you hear about us? *

Referral

Podcast

Yelp

Search Engine

Google ads

If you would like, please share so we can thank the person

Have you already booked a call before filling out this form? *

Yes

Could you please let us know the latest date you’re available for a prospective client call? *

As our availability is limited through the end of the year, we’d like to schedule a meeting time that best accommodates your calendar.

Any initial planning / advisory completion date? (Equity sales, exercise, planning, or similar) *

Message *

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 way of sharing your cost estimate, scope details, and important updates before and after our call.

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.

Captcha

If you are human, leave this field blank.

How we work

Information is linked here to learn more about the clients we serve, the value adds we strive for, and typical costs.

Prior to our meeting via Google Meets

Please take a few important minutes to fill out the supplementary forms that fit you best. If we find ahead of time that we do not have capacity for your needs, we will look to cancel the booking as soon as possible so that we respect your time. The fit page covers most of the clients we specialize in and areas that we support.

Areas outside of our specialization

It is important to note some areas that are outside of our expertise, such as: Non-resident tax returns or foreign tax return preparation, cross-border transactions, law / finance active partner recipients of K-1s / carried interest, transfer pricing, 501(c)(3) nonprofits, BOI disclosure, and trust / estate tax preparation. We can coordinate complex foreign tax disclosures if advisable with an attorney of counsel.

If you are human, leave this field blank.

Mobile Layout - Client Tax Return Contact Form - New 2023

Engagement Information
Intro
Basic Info
Key Info
Submit

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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.

G.CPA - 30s Contact Form

Only have 30 seconds?

Fill out the form below, and we will take it from there.

Legal name *

Legal name

First Legal Name

Last Legal Name

Email *

Phone number

Urgency level *

Are you married? *

Yes

Are you the primary taxpayer listed first on the tax return? *

Yes

No, my spouse is

Partner (spouse) legal name *

Partner (spouse) email *

Which best describes your current work situation? *

I work as an employee for a company

I own a small or solo business

Both of the above apply

Employer / Company Name *

Business Name *

Is your spouse currently working? *

Yes

Which best describes your spouse’s current work situation? *

Works as an employee for a company

Owns a small or solo business

Both of the above apply

Spouse’s Employer / Company Name *

Spouse’s Business Name *

What best describes you? Are you an Individual or Business? *

Standard Individual

Solo Business Owner

Equity Comp

ISO Comp

Startup

Small Business

Inventory & Manufacturing

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

What is your primary goal of working with us? *

Tax return assistance

Request for consulting only

New client annual fees start at $1,500, is that within your budget? *

Yes

More about average fees here.

Approximate household income? *

Startup mode / lossles

Less than $250K

$250K to $500K

$500K to $1M

$1M to $5M

Over $5M

Please provide a rounded estimate *

Any big income events such as stock sales or exercises expected for this year or next year? *

Any equity compensation? *

YES – But not sure exactly what it is

No – None at this time

ISO – Incentive Stock Options

RSU – Restricted Stock Units

ESPP – Employee Stock Purchase Plan

Founder – Founder shares

Old Stuff – Some equity from prior employment

I am interested or have an equity plan for my own startup

(You can choose more than one)

Approximate value of all vested and unvested equity related to current / previous employment *

Less than $1M

$1M to $10M

$10M to $20M

$20M to $30M

Over $30M

Please provide a rounded estimate *

Which company granted you your stock options or equity compensation? *

How many states do you need to file in? *

1 States

2 States

3 States

4+ States

What states do you need to file in? *

Which tax years? *

States 2 *

States 2 tax years *

States 3 *

States 3 tax years *

States 4 *

Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.

State 4 tax years *

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? *

Yes

If yes, how many K-1s do you have? *

1-5

6-10

More than 10

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? *

Yes

If yes, how many 1099s do you have? *

1-5

6-10

More than 10

Do you file taxes in a country outside the U.S.? *

Yes

Any foreign business ownership or investors? *

Yes

Please provide more details about the foreign business or investors *

Any foreign assets at any point in time during the year? *

Yes

Please indicate the total value range of your foreign assets: *

Less than $10,000

$10,000 – $50,000

Over $50,000

Please provide more information about the foreign assets you held *

Please also note that foreign stocks / investments owned in USA based brokerage generally do not need to be disclosed.

How did you hear about us? *

Referral

Podcast

Yelp

Search Engine

Google ads

If you would like, please share so we can thank the person

Have you already booked a call before filling out this form? *

Yes

Could you please let us know the latest date you’re available for a prospective client call? *

As our availability is limited through the end of the year, we’d like to schedule a meeting time that best accommodates your calendar.

Any initial planning / advisory completion date? (Equity sales, exercise, planning, or similar) *

Message *

Please Read Before Submitting the Form

Once you submit the form, you will receive an email from us. Email will be our primary way of sharing your cost estimate, scope details, and important updates before and after our call.

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.

Captcha

If you are human, leave this field blank.

How we work

Information is linked here to learn more about the clients we serve, the value adds we strive for, and typical costs.

Prior to our meeting via Google Meets

Areas outside of our specialization

It is important to note some areas that are outside of our expertise, such as: Non-resident tax returns or foreign tax return preparation, cross-border transactions, law / finance active partner recipients of K-1s / carried interest, transfer pricing, and trust / estate tax preparation. We can coordinate complex foreign tax disclosures if advisable with an attorney of counsel.

If you are human, leave this field blank.

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Get In Touch

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.

Only have 30 seconds?

Please Read Before Submitting the Form

How we work

Prior to our meeting via Google Meets

Areas outside of our specialization

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.

Only have 30 seconds?

Please Read Before Submitting the Form

How we work

Prior to our meeting via Google Meets

Areas outside of our specialization

Main Pages

Information

Disclaimer