New Client Application

Complete the form to see if you qualify to work with our team on legal tax strategies to reduce your tax burden and build more wealth.

Step 1 of 14 - 1

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Business Name*
First Name*
Last Name*
Business Email*
Phone Number*
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Lead Owner

How Long Have You Been In Business?*
- Just Started / Coming Soon
- 1 - 3 Years
- 3 -6 Years
- 6+ Years

What Is Your Business Structure?*
- Sole Proprietorship
- Single Member LLC
- General Partnership
- Multiple Member LLC
- S Corporation
- C Corporation

How Many Employees Do You Have?*
- Just Me
- 2 -5
- 5 - 10
- 10 - 25
- 25 +

What was your "Total Sales Revenue" in the prior year? (2021)*
What was your "Profit" or "Net Income" in the prior year? (2021)*

What are your "Projected Sales" for this year? (2022)*
What are your "Projected Profits" for this year? (2022)*

Are You Required to Make Quarterly Estimated Payments to the IRS?*
- Yes
- No
Approximately, How Much Are Your Quarterly Estimated Payments?*

Are You Married?*
Do You Have Kids Between Ages of 7-17 years old?*
Is Your Spouse Employed by the Business?*
Are Your Kids Employed by the Business?*

Do You Pay Yourself a Salary?*
- Yes
- No
What Do You Pay Yourself in Salary?*

Are You Contributing to a Retirement Account? (such as a 401k/IRA)*
- Yes
- No

Have You Ever Received Professional "Tax Planning" Before?*
- Yes
- No
If Yes, How Much Were You Able to Save in Taxes?*

How Do You Normally File Your Business Taxes?*
When Was the Last Time You Filed Business Taxes?*
Do You Currently Work with an Accountant or Tax Professional?*

Do You Currently Work with a Bookkeeper to Prepare Financials?*
What Accounting System Do You Use, if any?*

Last Question, What is Your Goal in Working with a Professional Tax Accountant?

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