Prospective client's name
*
Prospective client's company name
Email
*
Phone
*
What services do you require?
Advisory - Tax Planning
Bookkeeping
Personal Tax
Corporation Tax
Dental Practice Valuations , Transitions and Due Diligence
Dental practice marketing and growth coaching
Financial and Estate Planning
Premarital and divorce financial planning
Other
What is your business type?
Startup
Purchase
Transfer from a CPA
Associate
How many checking accounts and credit cards does your business have
How many long-term loans does your business currently have?
What is your business's yearly income in thousands of dollars?
How many physical locations does your business operate?
Zero- Associate
1
2
3 or more
Do you provide Health, Vision, and Dental contributions for your employees?
Yes
No
Do you provide Retirement contributions for your employees?
Yes
No
What are your yearly Payroll expenses in thousands of dollars?
Less than $100K
$100K - $500K
$500K - $1M
More than $1M
In how many states do you have to file taxes?
1
2
3 or more
Do you have any rental property?
Yes
No
Are each of your rental properties filed as an LLC?
Yes
No
Do you own a property in California?
Yes
No
Do you have an LLC that is rented out to a corporation?
Yes
No
Do you have an IRA contribution set up?
Yes
No
Do you have an HSA (Health Savings Account) account?
Yes
No
Please let us know if there is anything else you need that is not covered in the proposed services. We're here to help!