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. If you are human, leave this field blank. Submit
