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Name*
Last name
Your email*
Why are you looking for a new Accountant*
What is your phone number*
How have you been keeping track of income and expenses
Excel Spreadsheets
Desktop Accounting Software
Cloud Accounting Software
Not kept track
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Name*
Last name
Your email*
What is your phone number*
What is your tax filing status
Single
Married filing jointly
Married filing separate
Head of Household
Not sure. Help me out
Which tax bracket are you in?
0-50,000
50,000-100,000
100,000-200,000
200,000-300,000
300,000-400,000
400,000-500,000
500,000+
Children / Other dependents
Yes
No
Your Life event that may impact tax
Married
Divorced
Had a child
Bought a Home and Sold a Home
Changed jobs
Worked in different state
Worked in different country
Main Source of Income
Employee of a company W2
Business owner
Free lancer
Student
Retired
Homemaker
Other Sources of Income
Interest Dividend
Second Job
Stock Sales
Schedule C
Rental real estates
Other
Deductions you are entitled to
Mortgage Interest
Donation to Charity
Childcare payments
College Tuition
Student loan
Medical Bills
Other
Why are you looking for a new tax accountant
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Get in touch Tax Services