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Net Revenue

How is your business currently taxed? *

Sole proprietor
Single-member LLC
Multi-member LLC / partnership
Already an S-Corp
Not sure
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About how much revenue did the business do last year? *

Under $100k
$100k–$149k
$150k–$249k
$250k-$500k
$500K-$1M
$1M+
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Which of the following apply to your business?(Select all) *

Employees

Contractors/freelancers (1099s)

Inventory

Multiple income streams

None of the above

Do you currently run payroll or plan to? *

Yes, I already run payroll

No, but I understand I’d need to

No, and I don’t want payroll

Not sure

Are your books currently up to date? *

Yes, monthly
Slightly behind (1–2 months)
Very behind / messy
I don’t know
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If you qualify and the numbers make sense, when would you want this handled? *

Immediately
This month
Next 1–3 months
Just researching
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Where should we send your breakdown?

We’ll review your answers and let you know if this makes sense before booking anything.

Full Name *

Email *

Phone *

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