Let’s work togetherTell us a bit more about what you’re looking for, and schedule an intro call with our team Email * Name * First Name Last Name Phone (###) ### #### What services are you interested in? Filing my taxes Hands on tax strategy & planning Hiring an accounting team for my business Starting a new business Ask an accountant some questions Which of these best describe you? * Income < $100k Income between $100K-$350K Income between $350K-$500K Income between $500K-$750K Income between $750K-$1M Income $1M+ Are you self-employed or do you own a business?* * Yes No How many investment properties do you own?* * 0 1-2 Properties 3+ Properties What other investments do you have? Normal stuff - 401(k), IRAs & other investment accounts Crypto investments I receive K-1s RSUs with my employer ISOs with my employer Anything else we should know about you or your goals? High level detail of what you'd like to accomplish over the next 12 months Lastly, how did you hear about us? Referral Yelp Google Other Thank you. A member of our staff will be reaching out about your inquiry. If you have further questions and queries in the future, do not hesitate to reach out.
