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WHAT ARE YOU LOOKING FOR ?

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Do you want a quote for our services to be included with the response?*

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Did you need tax preparation, advisory/strategy, business services, audit?*

Tax preparation

Advisory/strategy

Business services

Audit

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Business Service

What you are interested in?*

Business formation

Payroll implementation

Bookkeeping

Sales taxes

Quarterly taxes

Audit at the station

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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.

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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?*

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Payroll

Are you using any payroll software?*

Yes

No

What software are you using?*

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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

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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

Hidden

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

Hidden

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

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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?*

Hidden

Trust

Is the trust set up?*

Yes

No

Do you need help with setting up a trust?*

Yes

No

Hidden

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 is the current business structure?*

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*

Hidden

Tax preparation

Did you need business, personal, estate/trust or nonprofit?*

Business

Personal

Estate/trust

Nonprofit

Hidden

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

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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?*

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+

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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?*

Hidden

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?

Did you sell the rental in the tax year?*

Yes

No

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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

Hidden

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?*

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?

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?*

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

Hidden

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?*

Hidden

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?*

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: 50 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?

Hidden

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?*

Hidden

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.

Hidden

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?

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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

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