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Intake Form

All prospective clients must complete an intake form before any consultation or call is scheduled.

This allows us to review your situation in advance, confirm service fit, and ensure that any conversation is focused, efficient, and productive.

Why We Require an Intake Form

We work with business owners, entrepreneurs, and real estate investors whose situations require planning, structure, and accuracy.

The intake form allows us to:

Understand your income sources and entity structure

Identify complexity and planning opportunities

Confirm whether we are the right fit for your needs

Prepare for a meaningful strategy conversation

We do not schedule calls without a completed intake.

What to Expect After You Submit

1

Internal Review

We review your submission to assess fit, scope, and complexity.

2

Follow-Up by Email

If we are a good fit, you will receive an email to schedule the next step.

3

Intro Call

10 minutes • Free

4

Strategy Conversation

We discuss goals, scope, timelines, and potential fees.

Please allow up to two business days for review.

Important Notes Before You Begin

Completing the intake does not create a client relationship

Fees are discussed only after intake review

Please do not submit passwords or sensitive credentials

Calls are scheduled only after intake completion

Who This Is For

This intake is designed for:

Business owners and entrepreneurs

S-Corps, partnerships, and LLCs

Real estate investors (STR and long-term)

Clients seeking proactive tax and accounting guidance

If you are only looking for low-cost filing or DIY support, we may not be the right fit.

Begin the Intake Form

Ready to start the conversation? Complete the intake form and we'll review your situation within two business days.

Start the Intake Form

Takes 2-3 minutes to complete

Questions about the intake process?

Email us at [email protected]

For service inquiries, the intake form is required before a call is scheduled.