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Business Taxes

Number of Business(es):

Tax Entity Type (select all that apply):

Are you interested in tax planning and advisory services? (select all that apply):

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Does your business need assistance with Bookkeeping and/or Payroll services?

Individual Taxes

Type of 1040 tax filing (select all that apply):

Do you need to file any additional returns? (select all that apply):

Are you interested in tax planning and advisory services? (select all that apply):

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Estates & Trusts Taxes

Number of Estate(s) or Trust(s):

Are you interested in tax planning and advisory services? (select all that apply):

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Do you need to file any additional returns? (select all that apply):