Application Form -

Application Form

Name(Required)

First Last

Email(Required)

Phone(Required)

What is Business Name?

Business Entity Type(Required)

What date did you start your business?

Do you run payroll?(Required)

How many employees?(Required)

What payroll processor do you use?(Required)

Do you currently use a bookkeeping program?(Required)

What Software?(Required)

Please explain your experience and why you like working with a professional

Why are you looking for a new accountant?(Required)

Please explain your ideal relationship with your accountant

Do you have any unresolved issues with the IRS or state agency?(Required)

If yes, please explain(Required)

Do you have a trust or estate plan?(Required)

If yes, please explain(Required)

Do you have a retirement plan/accounts in place?(Required)

If yes, please explain(Required)

Are you currently working with a financial advisor?(Required)

If yes, please explain(Required)

Are you committed to being organized and on top of your tax responsibilities?(Required)

Are you current with all your tax filings?(Required)

If not, please explain(Required)

Are you willing to be on top of communication and tasks from your accountant?

What is your current year projected revenue?(Required)

What is your goal revenue for next year?(Required)

What other goals do you have for your finances, business and retirement?(Required)

What program are you interested in? (all programs are a 12-month commitment. Please see [Pricing Page] for more info on program details)(Required)

Are you ready to save $$$ in taxes and be more organized, informed, and accountable?(Required)

Anything else you’d like us to know:

We look forward to the opportunity to support you and your business!