New Client Application Form

Thank you for your interest in working with us!

We work with Physicians, Real Estate Investors, Home Care Agencies and and high income individuals.

We also offer tax preparation services for individuals and other businesses after a pre-qualification.

We are passionate about our clients and love to serve them.

Please complete this form so we can gather some initial information about your business, finances, and tax situation.

Thank you!

First Name *

Last Name *

Email *

Phone *

Location - State *

Do you have a business

Yes

Entity Type(If you own a business) *

Single Member LLC

Partnership , Multi Member LLC

S - Corporation

C - Corporation

Sole Proprietorship

What Industry Is Your Business *

Physician and Medical practice

Real State

Home Care Agency

Other

Which of the following real estate business or type do you have?

Single family rentals

Multi Family

Real estate agency

Flipping

Wholesaling

Short-term rental

None of the above.

Do you have Rental / Investment properties

Yes

How many rental properties do you have?

1-2

3-4

5-9

10+

How do you track your business finances? *

Quickbooks Online - I do the books myself

Quickbooks Online - I have a bookkeeper

Other software

Spreadsheet

None

How did you hear about us? 7d2t *

Referral

Facebook

Instagram

Google

Others

If you were referred , provide the name of the individual that referred you.

Our Pricing is Listed below, do you wish to proceed and book an appointment? *

Yes

New Client Application Form

Thank you for your interest in working with us!

We work with Physicians, Real Estate Investors, Home Care Agencies and and high income individuals.

We also offer tax preparation services for individuals and other businesses after a pre-qualification.

We are passionate about our clients and love to serve them.

Please complete this form so we can gather some initial information about your business, finances, and tax situation.

Thank you!

First Name *

Last Name *

Email *

Phone *

Location - State *

Do you have a business

Yes

Entity Type(If you own a business) *

Single Member LLC

Partnership , Multi Member LLC

S - Corporation

C - Corporation

Sole Proprietorship

What Industry Is Your Business *

Physician and Medical practice

Real State

Home Care Agency

Other

Which of the following real estate business or type do you have?

Single family rentals

Multi Family

Real estate agency

Flipping

Wholesaling

Short-term rental

None of the above.

Do you have Rental / Investment properties

Yes

How many rental properties do you have?

1-2

3-4

5-9

10+

How do you track your business finances? *

Quickbooks Online - I do the books myself

Quickbooks Online - I have a bookkeeper

Other software

Spreadsheet

None

How did you hear about us? 7d2t *

Referral

Facebook

Instagram

Google

Others

If you were referred , provide the name of the individual that referred you.

Our Pricing is Listed below, do you wish to proceed and book an appointment? *

Yes

New Client Application Form

New Client Application Form

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