New Client Application Form

Thank you for your interest in working with us!

We specialize in supporting Physicians, Real estate investors, Home care agencies, other service-based businesses, and Individuals whose needs align with our expertise.

We’re passionate about our clients and committed to providing thoughtful, personalized tax and accounting support.

Please complete this form so we can gather some initial information about your business, finances, and tax situation. This helps us understand how best to support you.

We look forward to connecting with you!

First Name *

Last Name *

Email *

Phone *

Location - State *

Do you have a business *

Yes

What Industry Is Your Business *

Physician and Medical practice

Home Health and Home Care

Other Service-Based Businesses

Other

Entity Type(If you own a business) *

Single Member LLC

Partnership , Multi Member LLC

S - Corporation

C - Corporation

Sole Proprietorship

How do you track your business finances? *

Quickbooks Online - I do the books myself

Quickbooks Online - I have a bookkeeper

Other software

Spreadsheet

None

Do you have Rental / Investment Properties? *

Yes

How many rental properties do you have?

1-2

3-4

5-9

10+

Are your properties owned by an LLC?

Yes

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.

How did you hear about us? *

Referral

Facebook

Instagram

Google

Others

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

Our pricing is listed below and includes both federal and state tax filings. Would you like to proceed and book an appointment? *

Yes

New Client Application Form

Thank you for your interest in working with us!

We specialize in supporting Physicians, Real estate investors, Home care agencies, other service-based businesses, and Individuals whose needs align with our expertise.

We’re passionate about our clients and committed to providing thoughtful, personalized tax and accounting support.

Please complete this form so we can gather some initial information about your business, finances, and tax situation. This helps us understand how best to support you.

We look forward to connecting with you!

First Name *

Last Name *

Email *

Phone *

Location - State *

Do you have a business *

Yes

What Industry Is Your Business *

Physician and Medical practice

Home Health and Home Care

Other Service-Based Businesses

Other

Entity Type(If you own a business) *

Single Member LLC

Partnership , Multi Member LLC

S - Corporation

C - Corporation

Sole Proprietorship

How do you track your business finances? *

Quickbooks Online - I do the books myself

Quickbooks Online - I have a bookkeeper

Other software

Spreadsheet

None

Do you have Rental / Investment Properties? *

Yes

How many rental properties do you have?

1-2

3-4

5-9

10+

Are your properties owned by an LLC?

Yes

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.

How did you hear about us? *

Referral

Facebook

Instagram

Google

Others

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

Our pricing is listed below and includes both federal and state tax filings. Would you like to proceed and book an appointment? *

Yes

New Client Application Form

New Client Application Form

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