1. Roughly what did you pay in federal tax last year? *

$0–$50k

$50k–$100k

$100k–$250k

$250k–$500k

$500k+

2. How is your business structured? *

Sole proprietor

LLC

S-Corp

C-Corp

Partnership

Not a business owner

3. What was your business revenue last year? *

Under $500k

$500k–$1M

$1M–$5M

$5M–$15M

$15M+

4. Does your accountant bring you tax strategies proactively, or just file your return? *

4. Does your accountant bring you tax strategies proactively, or just file your return?

5. Are you the sole financial decision-maker, or is a partner involved? *

Just me

Partner involved

Full Name *

Phone *

Email *