Tell us a bit more about what you’re looking for, and schedule an intro call with our team
First Name *
Last Name *
Company's Legal Name *
Phone Number *
Email Address * What services are you interested in? * Filing my taxesHands on tax strategy & planningHiring an accounting team for my businessStarting a new businessAsk an accountant some questions
Which of these best describe you? * Please SelectIncome < $100kIncome between $100k-$350kIncome between $350k-$500kIncome between $500k-$750kIncome between $750k-$1MIncome $1M+
Are you self-employed or do you own a business? * YesNo
How many investment properties do you own? * 01-2 Properties3+ Properties
What other investments do you have? Normal stuff - 401(k), IRAs & other investment accountsCrypto investmentsI receive K-1sRSUs with my employerISOs with my employer
Are you a US resident? * YesYes, but I'm an expat (living or working abroad)No, I'm a non-resident of the US
Lastly, how did you hear about us? ReferralYelpGoogleOther
Anything else we should know about you or your goals?
