Accounting & Tax Services Questionnaire
Hello fellow Soul-preneur! 

2/19/2024: I currently am not taking any additional Tax Only clients. I am at capacity!  I will be happy to put you on my contact list if some available slots open up and/or contact you for next year. I am growing and looking to hire some help in this area, so I hope to assist you in the future.

Please fill out the questionnaire below if:
1) You are interested in monthly accounting or financial coaching services
2) You are interested in being put on my Tax Only Client Wait List
3) You want to fill out an extension for the 3/15 or 4/15 tax deadlines, so I can help you file your taxes before the extension deadline.

Thank you for your interest in my services.  I am eager to get to know more about you and your unique business needs.  Please fill out this questionnaire with as much detail as possible so that I can quote your desired services appropriately.

I look forward to collaborating with you!  
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Name *
First and last name
Email *
Phone number *
How did you find me? *
If you selected Referral or Other, please tell me more: *
What is the Name of Your Business or Soul-Preneurship? *
Is your business in the creation/ ideation phase?  or it is actively serving others? *
Website Link (if applicable):
What goods and services do you provide? *
Who do you provide them to? *
Please tell me about where you perform your services. *
What do you love most about your business? *
What is your greatest challenge in your business? *
What is the cost of not addressing this challenge?  What is your sense of urgency and your level of commitment to resolving this challenge? *
How can I help you?  Please tell me where you are in your financial business evolution and where you would like to be. *
What shifts do you want to produce?  In a world with unlimited potentiality, what outcome(s) do you desire? *
Do you currently have a bookkeeper or accountant?  Or do you handle your own finances? *
Which Services are you interested in inquiring about? (Please select all that apply). *
Required
If you are interested in other services than the ones listed and/ or you have additional details that would help me understand your situation better, please use this space to communicate whatever else needs to be said. *
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