Client Intake Form
Client Intake Form
First things first: what's your name
What is your average yearly income?
I make @$100k or less
I make between $100k-$150k
I make $150k or more
What is your business structure? This question is required.
Sole Proprietorship
Partnership
LLC (Single-member)
LLC (Two or more members)
S-Corporation
C-Corporation
What kind of contact availability are you looking for?
Minimal. I'm happy with basic chat support
Some. I'd like the option to email my tax strategist
Full support. I need to be able to text, chat, or call anytime
How many check-ins per year would you like to have with your tax strategist?
One
Two
Three+
Let's talk getting stuff done. What's your preference for implementation?
I prefer to do things myself with a bit of guidance
I prefer to have your team handle everything
What do you hope to achieve by hiring a tax strategist?
I don’t want the hassle of filing my business taxes.
I want a basic strategy that will help lower my tax bill
I want a comprehensive strategy that will help lower my tax bill and take my long-term goals into account
What was going on in your life that led you to stop by Taxpayer Representatives of Alaska today?
One last thing, what's your name and email?
Submit
