Get In Touch

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Get In Touch

Thanks you for considering working with me!

Below, you’ll find a quick survey that lets me get to know you and your current needs.

After you complete it, expect an update from me within 48 hours. Please keep in mind that I’m currently limiting new client intake to ensure top-notch quality—one of the main concerns I hear from people.

Note: I’m not currently handling tax-only engagements.

Thank you, and I look forward to learning more about you!

Email *

Record my email address with my response

Your Name *

E-mail Address *

Are you a Solopreneur? *

Yes

Required

What State are you located in? *

Revenue (2024) *

Less than $100,000

$100,000-$250,000

$250,000-$500,000

$500,000-$1,000,000

$1,000,000-$2,000,000

Other:

Industry *

Advertising & Marketing

Consulting

Legal

Financial Services

Other:

Entity Structure *

Sole Proprietor

Single-Member LLC

S-Corporation (including LLC taxed as an S-Corp)

Parntership

C-Corporation

Other:

What do you need help with? *

Taxes Only

Books & Taxes

Other:

Prices start at $1,700 per month. Is that in your expected range? *

Yes

Required

How did you hear about me? *

Referral (Please let me know who in the "other" field below so I can thank them!)

Sam's List

Twitter

Internet Search

Other:

Required

Anything you want me to know about you and/or your business before we meet?
*

Send me a copy of my responses.

Submit

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