Katrina Carrington
CPA, PLLC
Welcome to Katrina Carrington CPA!
We're delighted you're taking the first step towards streamlined and professional financial services. Our quick comprehensive form is designed to understand your needs better, ensuring we offer you the most personalized and effective solutions. Whether it's personal tax, business accounting, or strategic financial consulting, we’re here to assist you every step of the way.
Additionally, we now offer a courtesy review of your last 3 years of self-filed tax returns. Please complete this questionnaire to help us better understand your individual circumstances.
Let's get started!
If Personal Income Tax is selected:
- Employed
- Self-employed
- Both
- No elements found. Consider changing the search query.
- List is empty.
If Business Income Tax is selected:
- Sole Proprietorship
- LLC
- LLC Single Member
- LLC Multi Member
- Corporation
- LLC with Scorp Selection
- I don't know
- No elements found. Consider changing the search query.
- List is empty.
- Under $50k
- $50k-$100k
- $100k-$500k
- $500k+
- No elements found. Consider changing the search query.
- List is empty.
If Bookkeeping is selected or required:
- Weekly
- Monthly
- Quarterly
- No elements found. Consider changing the search query.
- List is empty.
- Basic Accounting - Starting at $350/mo For small businesses or startups. Quarterly Bookkeeping, Annual Report Renewal. Simplified financial management, peace of mind with basic accounting support
- Pro Accounting - Starting at $600/mo For growing businesses requiring regular oversight. Monthly Bookkeeping, Unlimited Support, Free QuickBooks. Regular financial insights, ongoing guidance, and easy accounting processes.
- Elite Accounting - Starting at $850/mo For established businesses needing comprehensive support. Includes Business & Personal Tax, Monthly Strategy Sessions, Tax Planning. Comprehensive financial optimization, strategic growth support, extensive service value.
- Not Sure/Other - Let's Discuss Further Flexible option for custom solutions or additional information. Personalized consultation to identify the best service for your business.
- No elements found. Consider changing the search query.
- List is empty.
If Business Consulting is selected:
- 1 year
- 1-3 years
- 3-5 years
- 5+ years
- No elements found. Consider changing the search query.
- List is empty.
If New Business Starter's Guide Virtual Course is selected:
- Idea Stage
- Startup
- Established
- No elements found. Consider changing the search query.
- List is empty.
Basic Information
Final Section (All Services)
By submitting this questionnaire, you acknowledge and agree that all provided information is accurate and confidential. This submission does not establish a professional services agreement, and an initial consultation is subject to availability. Katrina Carrington, CPA, MBA reserves the right to decline services at its discretion.
Your contact information may be used for communication regarding consultations and potential services. Information provided is for general informational purposes, not legal advice. These terms and conditions are subject to modification, with changes communicated promptly. Your submission confirms understanding and acceptance of these terms.
