Preliminary Quote

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What is your full name? *

First

Last

In the questionnaire below, we ask only general questions regarding your work in the United States and abroad and your business, rental, and investment income. The only identifying information we request is your name and email address.

Email *

You are interested in tax strategy and tax preparation service. Please select the best option that represents you *

Individual tax return (1040 with Sch C or/and E)
Business tax return ONLY (1120S, 1065, 1120)
Individual tax return and Business tax return (1120S, 1065, 1120)
Trust and Estates (1041)
Decedent’s estate (1041)
Estate Tax Return (706)
International Taxes (New US Residents and Expats)
Individual Tax Return (1040) Only - no business or rental

What was the last year you filed your taxes? *

2025
2024
2023
2022
2021

How did you hear about us? *

Google
Facebook
Referral
Other

If you were referred to me, please let me know so I can thank them *

Please descripbe *

Individual Information

TELL US ABOUT YOURSELF....

Are you married? *

Do you own your own home? *

Do you have kids? *

How many? *

1
2
3
more than 3

Approximately how much income did you receive worldwide (US and foreign if any) in average? *

under $120,000
$120,001-$200,000
$200,001-$500,000
$750,000+

Do you own a sole proprietorship or LLC business? How many? *

None
1
2
3
4
5 or more

Do you own a rental property? How many? *

None
1
2
3
4
5 or more

Did you receive K-1s? How many? *

None
1
2
3
4
5 or more

Did you live in more than one state this year? How many? *

No
Two states
Three states

Tell me all that apply to you: *

Sale of personal residence
Started New business
New Rental Property
Sale of Rental Property
Distributions from IRA (Form 1099-R)
Brokerage Statements (more than 2)
Crypto Mining
Farm Income
Foreign Country Income

Trust/Estate Information

Trust/ Estate Returns

Are you an executor of decedent's estate? *

Decedent's estate valued *

under 5M
5M-12M
12M+

Does the Trust have a Federal ID Number (FEIN)? *

Has this Trust filed a tax return before? *

In which year do you expect the Trust to terminate? *

2025
2026
not sure

Business Return Information

Business Return *

I own a business and file business return - Partnership - 1065
I own a business and file business return - S Corporation - 1120S
I own a business and file business return - Corporation - 1120

How long have you been in business? *

Less than a year
Between 1-2 years
3 years or longer

How are you currently tracking your income and expenses? *

QuickBooks Online
Xero
QuickBooks Desktop
Spreadsheet
Pen and Paper
Other software
I'm not currently tracking my income and expenses and NEED help with it

What is your annual business revenue after expenses? *

less than $150K
$150K-250K
$250K-500K
$500K+

Tell me all that apply to your company:

Payroll
Sales Tax
Contractors
R&D

Foreign Information

Did you have any non-US based bank or investment accounts during the last calendar year? *

Total number of foreign accounts?

less than 5
5-10
more than 10

Do you have any foreign assets? *

Total number of foreign assets?

less than 2
2-5
more than 5

Do you currently reside in the United States? *

Were you a US citizen or lawful permanent resident of the United States (green card holder) at any time during 2024? *

What type of U.S. identification number do you have? *

Social Security Number
Individual TaxPayer Identification Number (ITIN)
Expired ITIN
None

Preliminary starting price for your return: *

$0.00

Is this aligned with your budget? If yes, please click "Yes, I would like to schedule Tax Discovery Zoom meeting".

Preliminary Quote

Individual Information

Trust/Estate Information

Business Return Information

Foreign Information

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