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Tax – Corporate, Personal, Estate & Fiduciary Services
Corporate and Tax Services
Personal Tax Services
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Please provide your contact details.
1
Do you own a business?
Yes
No
2
What type of business have you formed?
-- Select an option --
LLC/Partnership with multiple members
Single Member LLC
S-Corp
C-Corp
Sole proprietorship/Independent Contractor/Schedule C
Unsure
3
What is your total revenue you take per year before any expenses?
-- Select an option --
Less than $50,000
$50,000-$150,000
$150,000-$250,000
$250,000+
4
Do you have W-2 employees where you pay the payroll taxes?
Yes
No
5
Do you have a payroll service?
Yes
No
6
What type of industry are you in?
-- Select an option --
Real Estate Investment (not agent/broker)
Specialty Trade for Construction
Manufacturing
Reselling/Online Merchant
Medical Professional
Financial Professional
Real Estate Broker/Agent
Other
7
Do you have a bookkeeping service?
Yes
No
8
Are you in need of a trust or estate filing?
Yes
No
9
Do you have rental properties?
Yes
No
10
Do you have multiple investments in LLCs/Partnerships/etc. where you receive K-1s from these various investments?
Yes
No
11
Were you referred to anyone specifically?
-- Select an option --
Alex Lozano
Brian Winter
Rick Lozano
Todd Reindl
Nicholas Rodriguez
Unsure/No
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