JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
Client Inquiry - Waitlist
This form is intended for new clients requesting to be placed on the waiting list for any of the services provide.
Sign in to Google
to save your progress.
Learn more
* Indicates required question
First Name & Last Name
*
Your answer
E-Mail Address
*
Your answer
Phone Number
*
Your answer
Marital Status
*
Single
Married Filing Joint
Other:
Which Services Needed?
Consultation
Entity Set-Up
Tax Return Preparation
Tax Advisory
Outsourced CFO Services
Bookeeping Services
Which of these best describe you? (Check All That Apply)
Income < $100k
Income Between $100k - $150k
Income Between $150k - $250k
Income Between $250k - $500k
Income > $500k
What State Do you Live In?
Your answer
Which markets do you trade (check all that apply)?
Stocks
Options
Cryptocurrency
Forex
Futures
How many brokerage accounts do you have?
Your answer
Do you trade enough to meet the trader status definition?
Yes
No
Clear selection
Do you have any of the following items?
Small Business
Real Estate Investments
Pass Through Tax Return
How Did you hear about us?
Google Search
Instagram
Youtube
Other
Tell us about yourself and any other information you'd like us to know!
Your answer
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of Brian Rivera.
Does this form look suspicious?
Report
Forms
Help and feedback
Contact form owner
Help Forms improve
Report