All

1. Are you experiencing any of the following issues:

• You are frustrated that your books are a mess. You have spent a lot of time and money on it and had several people working on it and still not getting the information you need. Your CPA said it is still incorrect.


• You are angry about the IRS letter you just received and have no idea what to do.


• You need help with your tax filings or the prior years unfiled tax returns.


• You are concerned that you may be overpaying your taxes.


• You are worried about reporting your foreign activities to the IRS.


• You are upset that you are making a lot of money but still heavily in debt.


• You are anxious about your retirement.


• You are disappointed that you are not getting attention from your current CPA.

Yes

No

2. Do you have an urgent financial decision you need to make?

Yes

No

3. Do you prefer planning for your tax liabilities in advance?

Yes

No

Business
Owners

4a. Are you in one of the following businesses: professional services, retail, wholesale, service, restaurant or non-profit organization?

Yes

No

4b. Is your annual gross revenue over $200,000?

Yes

No

Individuals

5a. Do you have investments or own real estate?

Yes

No

5b. Is your family income over $75,000?

Yes

No

All

6. Would you like to work with an experienced & trustworthy CPA who will guide you through the process, not judge you, and give you much-needed support?

Yes

No