Business Consultation Questionnaire

To help us better assist you during our session, please take a few moments to answer a few questions. If your request is for Tax Preparation, make sure that you upload all necessary documents needed to complete your tax return. W2 filers choose 30 Minute Consultation. Self-Employed Filers choose 1 Hour Consultation. Please schedule your consultation at least 48 hours from the date of your request to allow time for proper preparation time. We look forward to helping make Your Dreams become a Reality!