STEP 1 – CONTACT INFORMATION

Full Name *

Email *

Phone *

Preferred Method of Contact *

Call

Email

Text

STEP 2 – Business Information

Business Name *

State where the business is registered *

How is your business structured for U.S. tax purposes? *

Sole Proprietor / Schedule C

Single-Member LLC

Multi-menber LLC

Partnership

S-Corporation

C-Corporation

Other / Not sure

Does not file with the IRS / Not registered in the U.S.

STEP 3 – Tax Assistance Needed

What type of tax assistance do you need? *

Choose one or more options

Current year business tax return
Prior-year business tax return(s)
Amended return(s)
Final return / business closure
No elements found. Consider changing the search query.
List is empty.

Please list the tax year(s): *

STEP 4 – Business Activity Snapshot

Which of the following apply to your business? *

Check the boxes that apply to your business

Income from sales or services
Independent contractors (1099s issued or needed)
Employees / payroll
Business assets or depreciation
Rental or real estate activity
Multi-state activity
Foreign owners or foreign income
None of the above / Not sure
No elements found. Consider changing the search query.
List is empty.

STEP 5 – Current Status & Timing

What is the current status of your business tax return(s)? *

Not filed yet

Filed, but needs correction

IRS notice received

When do you need assistance? *

As soon as possible

Within the next 2–3 weeks

Just gathering information

Anything else you’d like us to know?

NEXT