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What type of business do you own or operate?

What is your estimated annual income/revenue?

Do you currently have a bookkeeping system in place?

Are you interested in tax preparation, tax planning, or both?

What are your primary financial concerns right now?

Have you worked with a tax planner or financial advisor before?

Are you looking for ongoing support or a one-time consultation?

What challenges are you currently facing when it comes to managing your taxes and finances?

How soon are you looking to make a decision about your tax planning or financial services?

Is there anything specific you would like to discuss during our call?

Tell us more about your Tax needs.

Dallas, Texas, United States