Let’s Collaborate Posted July 23, 2018 by Clem Should We Collaborate? Your Name * Your Email Address * How did you hear about us? Radio Button Search Engine Social Media Referral Other Who were you referred by? * How did you hear about us? * Which of the following best describes your situation? I no longer have time to handle my tax/financial needs myself My tax/financial situation has gotten more complicated and I need some assistance My current advisor is not providing the value that I need Other Check all that apply Other What type of services do you need? Accounting/Bookkeeping/VFO Tax Preparation Tax Planning/Strategy Financial Planning Budgeting/Coaching Check all that apply Which of the following describe you/your household? Single Married Children at home Wage earner Self-Employed/Small Business Owner Rental Property Retirement Accounts IRS Problems Check all that apply If Self-Employed/Business-Owner Name of Business How are you structured? Sole Proprietorship/Single-Member LLC Partnership/Multi-Member LLC S-Corp. C-Corp. Other Select One Other How long have you been in business? In your own words, tell us how we can be of help. Submit
