Let’s See If We’re the Right Fit

You’re taking a smart first step. This short questionnaire tells us exactly how to help you and who on our team is the right match for your situation. The more complete your answers, the faster we can get you moving. When you’re finished, you’ll receive your next step right away.

Please complete every question. It takes about four minutes and ensures you reach the right person on our team.

About You

Full Name

Business Name (if applicable)

Email

Phone

City & State

What You’re Looking For

What brings you to us today? (Choose the closest match.)

Monthly bookkeeping

Catch-up or cleanup bookkeeping

Business tax return (Partnership, S-corp, or C-corp)

Individual tax return — I own a business

Individual tax return — personal

Cross-border matter (United States & Mexico)

I have a specific tax or accounting question I need answered now

I’m not sure yet

Your Situation

Which best describes you?

Individual — W-2 income only

Individual — with investments, rentals, or multiple income sources

Sole proprietor or single-member LLC

Partnership, S-corporation, or C-corporation

I operate multiple entities

High-net-worth household or family office

Do any of these apply to your tax situation? (Select all that apply.)

Self-employment or business income (Schedule C)

Rental property (Schedule E)

Farm income (Schedule F)

Substantial investments or consolidated 1099s

Multiple states

Foreign income, accounts, or assets

None of the above — my return is straightforward

Size & Scale

If you own a business, what is your approximate annual revenue?

Where Things Stand

What’s prompting you to reach out now?

My books are behind and need catching up

I’m switching from another firm or bookkeeper

I’m starting fresh and want it done right

I have a specific deadline or notice to address

I’m just exploring my options

What’s your timeline?

This week — it’s urgent

This season

Within the next few months

Just exploring, no set timeline

Investing in the Right Help

We’re a premium firm, and we’re upfront about it so your time isn’t wasted. Our engagements typically begin at these levels:

Monthly bookkeeping — from $100 per week, billed automatically by ACH.
Business tax returns — from $900.
Business-owner individual returns — from $600; other individual returns from $350.

Is this within the range you’re prepared to invest in getting it done right?

Yes — I’m ready to invest in quality

I’d like to understand the value before deciding

No — it’s above what I’m looking to spend

A Few Final Details

How would you prefer to share your documents?

Electronically, through your secure client portal (included)

I’d prefer to drop off physical documents or have you scan them (a $100 handling fee applies)

How did you hear about us?

Referral from a client or friend (please tell us who, so we can thank them)

Referral from another professional

Google or web search

Social media

Other

Is there anything else we should know, or a specific question on your mind?

What happens next: As soon as you submit, you’ll receive your next step — whether that’s a link to onboard directly, a short fit call with our team, or a strategy session built to answer your specific questions. We’ll point you to exactly the right place.