Still accepting new clients! Call
(866) 313-0733
Home
About
Team
Accounting & Tax Services
Individual Tax
Individual Taxation
Capital Gains Taxation
Crypto Tax Services
ITIN Number
Quarterly Taxes
Amended Tax Return
Tax Benefits of Rental Property: A Guide to Maximize Savings
Multi-State Tax Returns: Handle Tax Obligations with Ease
IRS or State Letter
Tax Settlement – Offer in Compromise
Business Tax
LLC Taxation
Corporate & Partnership Taxation
Forensic Accounting for Businesses
Quarterly Estimated Taxes
Property Accounting
Non Profit Accounting
International Taxation
Expat Taxation
Cross-Border Taxation
Canada Cross-Border Tax
Accounting
Bookkeeping
Payroll & HR Outsourcing
Back Office Accounting
Accounts Receivable
Accounts Payable
Private Equity Fund Accounting
Audit
Audited Financial Statements
Reviewed Financials
Compilations
Audit Representation
Nonprofit Audit
Consulting
Tax & Financial Planning
M&A Consulting
Equity Compensation Strategy
Audit Representation
Valuation Services
IPO Tax Strategy
Real Estate
Estate Trust Taxation
Articles
Contact
Home
About
Team
Accounting & Tax Services
Individual Tax
Individual Taxation
Capital Gains Taxation
Crypto Tax Services
ITIN Number
Quarterly Taxes
Amended Tax Return
Tax Benefits of Rental Property: A Guide to Maximize Savings
Multi-State Tax Returns: Handle Tax Obligations with Ease
IRS or State Letter
Tax Settlement – Offer in Compromise
Business Tax
LLC Taxation
Corporate & Partnership Taxation
Forensic Accounting for Businesses
Quarterly Estimated Taxes
Property Accounting
Non Profit Accounting
International Taxation
Expat Taxation
Cross-Border Taxation
Canada Cross-Border Tax
Accounting
Bookkeeping
Payroll & HR Outsourcing
Back Office Accounting
Accounts Receivable
Accounts Payable
Private Equity Fund Accounting
Audit
Audited Financial Statements
Reviewed Financials
Compilations
Audit Representation
Nonprofit Audit
Consulting
Tax & Financial Planning
M&A Consulting
Equity Compensation Strategy
Audit Representation
Valuation Services
IPO Tax Strategy
Real Estate
Estate Trust Taxation
Articles
Contact
Contact Us [Phone] with questionnaire v4 [online] (DEV DCRM TEST)
questionnaire after form was submitted
"
*
" indicates required fields
Operator
*
Name
*
First
Last
Email
*
Phone
*
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Lowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
What is your filing status?
*
Jointly
Separately
Single
Why are you calling?
*
Consultation
Tax return
Bookkeeping
Sales tax
CPA letter
Business formation/dissolution
Audit
Letter from IRS/State
Audit from IRS/State
Financial statement audit/review/compilation
Other
Select year
*
2027
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
How did you know about Dimovtax?
*
Google
Yelp
Bing
Yahoo
Expertise.com
Personal referral
Painless Audit
WatterCPA
Other
Where then did you hear about Dimovtax?
*
Message
Did you need tax preparation, advisory/strategy, business services, audit?
Tax preparation
Advisory/strategy
Business services
Audit, review, or compilation
This field is hidden when viewing the form
Business Service
What you are interested in?
Business formation
Payroll implementation
Bookkeeping
Sales taxes
Quarterly taxes
Audit & attestation
Other
This field is hidden when viewing the form
Sales taxes
Do you have the sales tax account set up?
Yes
No
How many states do you need to file the sales taxes for?
Please enter a number greater than or equal to
0
.
This field is hidden when viewing the form
Quarterly taxes
What is the structure of your business?
How much do you make in gross income from the business annually?
Please enter a number greater than or equal to
0
.
What industry is your business?
This field is hidden when viewing the form
Payroll
Are you using any payroll software?
Yes
No
What software are you using?
This field is hidden when viewing the form
Advisory / Strategy
Did you need advisory/strategy for personal, business or trust?
Advisory/strategy for personal
Business
Trust
Is it related to the cross border or international tax issue?
Yes
No
Do you receive income from US sources or foreign sources?
US sources
Foreign sources
Are you a US citizen or green card holder?
Yes
No
What type of visa are you holding?
What types of events are you planning for?
Home sale
Equity
Side income/freelancing
Divorce
This field is hidden when viewing the form
Home sale
Was the property a rental property or a personal residence?
Personal residence
Rental property
Did you live in the home at least 2 of the last 5 years?
Yes
No
Did you need to analyze the situation verbally or did you want a numerical analysis that calculates your tax obligation based on the variables that you would like to evaluate?
Numerical analysis
Verbal analysis
Please quickly describe any considerations that you would like to cover on the call
Other than the property sale, do you have any other sources of income or complexities that we should know about?
Wage income
Freelance income
Rental income
Crypto
How much did you earn in freelance income, approximately?
Please enter a number greater than or equal to
1
.
Do you also receive any RSU/equity as a component of your compensation?
Yes
No
Did you exercise ISO/NSO in the tax year?
Yes
No
What types of equity do you have?
ISO
RSU
ESPP
NSO
Did you exercise the vest RSU/ESPP in the tax year?
Yes
No
This field is hidden when viewing the form
equity
What types of equity do you have?
RSU
ESPP
NSO
ISO
Did you vest any of the equity in the year you need to file?
Yes
No
Did you sell equity that was granted from a prior year ISO exercise?
Yes
No
Did you exercise any of the equity in the year you need to file?
Yes
No
This field is hidden when viewing the form
side income/freelancing
Did you need assistance with quarterly estimated taxes?
Yes
No
How much did you earn from the side income, approximately?
Please enter a number greater than or equal to
0
.
What industry is your side income in?
Do you use bookkeeping softwares or have your revenues & expenses organized in a spreadsheet?
Yes
No
This field is hidden when viewing the form
divorce
Which tax year do you need help with?
Please enter a number from
2002
to
2027
.
Do you have the separation agreement ready?
Yes
No
What type of assets do you have?
This field is hidden when viewing the form
Trust
Is the trust set up?
Yes
No
Do you need help with setting up a trust?
Yes
No
This field is hidden when viewing the form
business
What types of events are you planning for?
Year end deductions
Tax optimization planning
S corp election or revocation
Bookkeeping
Starting a new business
Other
What is the type of company?
S-Corp
C-Corp
Single-member LLC
Multi-member LLC
Other
Do you need to make the election or revocation?
Election
Revocation
Have you had the business entity set up?
Yes
No
What would you like to know:
Important deadlines & requirements
Best structure options (s-corp vs LLC, etc.)
How to pay yourself
Quarterly tax rules
Bookkeeping best practices
Important deductions (including some you must set up now if you are to take advantage of them in 2023)
Common mistakes & how to avoid them
Another
Please describe what would you like to know
What is the current business structure?
What other you are interested in?
This field is hidden when viewing the form
Tax preparation
Did you need business, personal, estate/trust or nonprofit?
Business
Personal
Estate/trust
Nonprofit
This field is hidden when viewing the form
Personal
Which tax year did you need to file?
Please enter a number from
2002
to
2027
.
What sources of income do you have?
Wage income
Rental income
K1s
Crypto / NFT income
Equity compensation
Income from a business that you own
Freelance / Contract / Self-employed
Another
This field is hidden when viewing the form
estate or trust
Which year returns need to be completed?
Please enter a number from
2002
to
2027
.
What state is the estate/trust formed in?
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Federated States Of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Dakota
North Carolina
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
How many beneficiaries are there of the estate/trust?
Please enter a number greater than or equal to
0
.
What income-producing assets are held by the estate/trust?
What is the approximate value of the trust?
$500k
$1-5m
$5m+
This field is hidden when viewing the form
NonProfit
Which tax years’ taxes do you need to file?
Please enter a number from
2002
to
2027
.
Will you have financial statements ready for the tax filings?
Yes
No
What is the mission of the organization?
How many employees/volunteers does the non-profit have?
This field is hidden when viewing the form
Business
Which tax year did you need to file?
Please enter a number from
2002
to
2027
.
What is the type of company?
Sole proprietorship
A partnership
S-corp
C-corp
Single-member LLC
Multi-member LLC
Another
Are they any foreign owners of over 25% of the company's shares?
Yes
No
What is your other income source except for the business income?
Wage income
Rental income
Crypto / NFT income
Equity compensation
Another
How many rental properties?
Please enter a number greater than or equal to
0
.
In which states?
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Federated States Of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Dakota
North Carolina
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Did you sell the rental in the tax year?
Yes
No
This field is hidden when viewing the form
K1
How many K1s?
Please enter a number greater than or equal to
0
.
Do you know if the K-1 will require filing in more than one state?
Yes
No
Do you usually receive the final K1 after march?
Yes
No
Is this a complex K-1?
Yes
No
Not sure
Do you usually receive the them after march?
Yes
No
Are those complex K-1s?
Yes
No
Not sure
This field is hidden when viewing the form
Crypto / NFT income
Your crypto/NFT activity consists of:
Mining
Trading
Approximately how much did you make in USD equivalent in mining?
Please enter a number greater than or equal to
1
.
Did you trade the minted NFTs for other types of tokens, other NFTs, or fiat (such as USD)?
Yes
No
How many exchanges did you trade crypto/NFT on and which ones?
Approximately how many crypto/NFT transactions did you have in the tax year?
Please enter a number greater than or equal to
1
.
Are you already using any type of aggregator tool for your crypto/NFT transactions to put them in the required 8949 format?
Yes
No
Please describe which aggregator you use for your crypto/NFT transactions to translate them into the required 8949 format?
How much did you earn in self-employment, approximately?
Please enter a number greater than or equal to
0
.
Do you use bookkeeping softwares or have your revenues & expenses organized in a spreadsheet?
Yes
No
What industry is your work in?
Please describe your another source of income
Do you have any international elements to your tax profile?
Yes
No
Are you US tax resident, non resident, or not sure?
US tax resident
Non resident
Not sure
What type of visa are you holding?
*
F1
J1
J2
O1
H1B
H1B1
H2A
H4
TN
L1
G4
K1
K3
E2
E3
How long have you been in the US?
*
1 year
2 year
3 year
4 year
5+ years
How long have you been the US in 2023? (days)
*
Please enter a number greater than or equal to
0
.
Please select international tax items:
PFICs– Form 8621
Foreign partnership– Form 8865
Foreign business– Form 5471
Foreign gift or foreign trust– Form 3520
Foreign trust– 3520-A
Fbar/8938
International student
Expat
Other
Please select international tax items:
International student
Expat
Other
Please describe other international tax items
How many PFICs do you have?
Please enter a number greater than or equal to
0
.
How many foreign bank accounts do you have?
Please enter a number greater than or equal to
0
.
Does the aggregate value of the foreign bank accounts exceed $10K USD?
Yes
No
Do you also receive any RSU/equity as a component of your compensation?
Yes
No
What types of equity do you have?
ISO
RSU
ESPP
NSO
Other
Did you originally exercise the ISO in a prior year?
Yes
No
Did you exercise any NSO, or ISO in the tax year?
Yes
No
Did you vest or sell any RSU or ESPP in the tax year?
Yes
No
Do you know if you must file in any additional states for the tax year(s)?
Yes
No
Which states?
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Federated States Of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Dakota
North Carolina
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Do you own a home?
Yes
No
What year did you purchase?
Please enter a number from
1900
to
2077
.
Is your mortgage over 750k?
Yes
No
Is your mortgage over 1 million?
Yes
No
Any other complexities we should be aware of?
Did you have any immediate needs, such as tax optimization/tax planning, advice regarding equity exercise or foreign transactions, multi-state matters, crypto, inheritance, or other complexities?
Yes
No
Please provide a few sentences to describe the questions you have or topics you wish to cover for an appointment
What is the approximate gross revenue of the company each year?
Please enter a number greater than or equal to
0
.
What is your monthly cash burn rate?
Please enter a number greater than or equal to
0
.
What industry is your company in?
Do you use bookkeeping softwares or have your revenues & expenses organized in a spreadsheet?
Yes
No
How many bank accounts do you have?
Please enter a number greater than or equal to
0
.
How many credit cards do you have?
Please enter a number greater than or equal to
0
.
Did you have any immediate needs, such as tax optimization/tax planning, business structure/formation, bookkeeping, quarterly taxes, sales taxes, or payroll?
Yes
No
Please select from these services:
Tax optimization/tax planning
Business structure/formation
Bookkeeping
Quarterly taxes
Sales taxes
Payroll
Other
This field is hidden when viewing the form
Business structure formation
Do you have any specific questions for us outside of what you mentioned in the contact form?
Do you need assistance selecting a business structure, such as deciding between an s-corp or an LLC, or do you also need us to create your business for you (register and form the company with the IRS and state)?
Assistance and Registration
Just assistance
What type of business do you want?
Multi-Member LLC
Single-Member LLC
S-corp
C-corp
Non-profit
Are they any foreign owners of over 25% of the company's shares?
Yes
No
Do you have any non-US partners?
Yes
No
Are you a US tax resident?
Yes
No
What mission statement do you have for a non-profit organization or what is the purpose?
This field is hidden when viewing the form
Sales taxes
Did you already create a sales tax account with your state or did you need sales tax onboarding & implementation?
I already have account
I dont have account
Do you use bookkeeping softwares?
Yes
No
What is the name of the software you use for bookkeeping?
How much do you expect to make in gross income in sales monthly?
Please enter a number greater than or equal to
0
.
What types of products or services are you selling?
What immediate sales-tax related tasks did you need?
File monthly/quarterly/annual sales tax reports
Address state notice or penalty
Correct past issues
Other
Did you need to file monthly, quarterly, annually, or not sure?
Quarterly
Annually
Monthly
Not sure
What is your approximate monthly gross sales amount?
Please enter a number greater than or equal to
1
.
Which state(s) do we need to file or you are not sure?
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Federated States Of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Dakota
North Carolina
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Do you have a copy of the penalty letter?
Yes
No
Please kindly upload it here so we can provide an exact quote for our resolution services
Max. file size: 128 MB.
Please kindly describe in a few sentences the issues you had.
Do you use bookkeeping softwares?
Yes
No
What is the name of the software you use for bookkeeping?
This field is hidden when viewing the form
Payroll
Have you already set up payroll or do you need help with a new payroll setup?
Set up payroll
New payroll
What payroll-related assistance did you need on an immediate basis?
Filing late payroll
Cleaning up errors or past issues with payroll
Received notice from the state
How many employees are you looking to onboard on an immediate basis?
Please enter a number greater than or equal to
0
.
Are these employees hourly or salary?
Hourly
Salary
Do we have to run bonuses, commissions, reimbursements?
Yes
No
How often?
Monthly
Yearly
Quarterly
What is the type of your payroll?
Weekly
Bi-weekly
Monthly
Not sure
How many states are the employees located in?
Please enter a number greater than or equal to
1
.
Are we also administering benefits, such as health insurance, etc.
Yes
No
Please also describe how often you expect staff to be leaving the company.
Please describe other service?
This field is hidden when viewing the form
BOOKKEPING
Is it a new or existing business?
New business
Existing business
How many bank accounts do you have?
Please enter a number greater than or equal to
0
.
How many credit cards do you have?
Please enter a number greater than or equal to
0
.
Will you use accounting software?
Yes
No
I dont know
What is the name of the software you use for bookkeeping?
How much do you expect to make in gross income from the business annually?
Please enter a number greater than or equal to
1
.
What industry is your business?
Are the books up to date?
Yes
No
How many employees?
Please enter a number greater than or equal to
1
.
How many employees will you be onboarding on an immediate basis?
Please enter a number greater than or equal to
1
.
This field is hidden when viewing the form
Audit
Do you have financial statements already completed?
Yes
No
Which tax years must be audited?
Please enter a number from
2002
to
2027
.
How quickly do you need the audit completed?
What industry is your company in?
What is the approximate gross revenue of the company each year?
Please enter a number greater than or equal to
0
.
What is your monthly cash burn rate?
Please enter a number greater than or equal to
0
.
How many employees do you have?
Please enter a number greater than or equal to
0
.
If you have not done so already, can you please provide a few sentences to describe the questions you have or topics you wish to cover?
Linkedin
Max. file size: 128 MB.
Δ
We use cookies to enhance your experience on our website. By continuing to browse, you agree to our use of cookies.
Ok
