Tax Planning Discovery Session
First Name *
Last Name *
Company *
Website If Available
Phone 1 *
Email *
Services we cover - choose as many as applies *
Multi-Trade Service Business
HVAC
Plumbing
Electrical
Construction/Renovation
Roofing
If other services provided, please state *
How did you hear about us?
What is your single biggest challenge with your business and how has it impacted you? *
What have you tried to do to resolve your biggest challenge?
What are your annual sales? *
Less than $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
More than $5,000,000
What are your estimated annual net profits? *
Are you currently working with a CPA, EA for tax planning services? If yes please share who.
Answer
Are you willing to allow us to take a look at your tax returns and financial statements? Y/N *
Yes
No
Are you able to take action now? Answer Yes or No and Why.
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