What type of Federal Tax services are you seeking?
Tax preparation Tax planning Tax audit assistance Tax representation Tax compliance
How often do you prefer to review your financial reports?
Monthly Quarterly Semi-annually Annually On-demand
What level of detail do you require in your financial reports?
Highly detailed Moderately detailed Summarized Visual/graphical representation Customized based on need
Do you prefer virtual or in-person consultations for tax and bookkeeping?
Virtual In-person No preference Other
What software platform do you currently use for bookkeeping?
QuickBooks Xero Wave FreshBooks Other/None
All set, how can we reach you?
Name
Email
Phone
(Details here)
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