First Name
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Last Name
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Phone
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Email
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Company Name
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City
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State
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Which of the following range does your current gross revenue fall?
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$500K - $1 Million
$1M - $2M
$2M - $3M
$5M+
How much taxable income did you claim on last year’s taxable income? (most often found on your 1040 adjusted gross income)
In addition to tax planning services, which of the following services might you also be interested in?
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Bookkeeping
Fractional CFO
Other
Have you previously worked with a CPA for tax planning purposes?
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Yes
No
SUBMIT
