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Name

Email Address

Phone Number

Can you share your current annual revenue range and what you’re projecting for this year? Can you share your current annual revenue range and what you’re projecting for this year? Less than $100,000 $100,000 - $250,000 $250,000 - $500,000 $500,000 - $1,000,000 +$1M

How many employees or contractors do you currently have, and are you planning to grow your team?

What type of business entity are you operating under? What type of business entity are you operating under? Sole proprietor Limited Liability Company (LLC) S Corporation Corporation Partnership

Do you currently work with a tax advisor or accountant? Do you currently work with a tax advisor or accountant? Yes No

What are your top 2–3 financial or business goals over the next 12 to 24 months?

Are there any current challenges or concerns around taxes, cash flow, or financial planning that you’d like support with? Describe below.

How do you currently keep track of your business finances? How do you currently keep track of your business finances? Software Spreadsheet Bookkeeper Not keeping track

What tax strategies or planning approaches are you currently using, if any?

How involved do you like to be in your business finances and tax planning — hands-on or more hands-off with expert guidance? How involved do you like to be in your business finances and tax planning — hands-on or more hands-off with expert guidance? Very involved Hands off with expert guidance

If we were to work together, what would an ideal relationship with your advisory team look like?