tax-review

Name:

Email:

Phone:

Do you have a business?

What type of Federal tax return does your business file?

1040 (Schedule C)

S-Corp

C-Corp

Partnership

Don't file one

Other

If other, please explain

Do you currently have payroll?

What is your total income before expenses? (including personal and business)

What are you doing each year to make sure you save the most in taxes?

Nothing

I talk to my CPA every month

My CPA gives me advice

I use software (i.e. Turbo Tax)

I search internet for ways to save

How much do you currently pay for tax consulting and preparation services?

Are you current on your tax obligations?

Explain how we can help you most with this review (i.e. lower taxes, save money, lower risk of audit, asset protection, show me what my accountant is not doing, etc. ):