Tell Us a Little About You

About two minutes. Your answers help us understand what you need before we talk, so the first conversation is about you. Not paperwork.

1. How can we reach you?

Your name *

Please add your name.

Email *

Please add an email address we can reply to.

Phone (optional)

Best way to reach you

2. Who is this for? *

Me or my family My business Both (personal and business) A trust, estate or nonprofit

Please choose one.

What kind of business?

Pick any that apply.

Sole proprietor or single-member LLC Partnership or multi-member LLC S corporation C corporation Not formed yet Thinking about starting one Not sure

3. What can we help with? *

Pick any that apply.

Tax preparation Tax planning Lowering next year's bill Monthly accounting or bookkeeping QuickBooks set-up or clean-up Fractional CFO, budgeting or forecasting Yearly business filings Annual report, 1099s, payroll or sales tax Forming a business Business consulting Not sure yet

Please pick at least one. "Not sure yet" is fine.

4. What applies to you this year?

Pick any that apply. No amounts needed.

A W-2 job Self-employed or freelance income Rental property Investments, stock sales or crypto Retirement income or Social Security Income in more than one state Or moved this year A big life change Marriage, baby, new home, divorce, a death in the family None of these

5. Anything time-sensitive?

No Behind on filing One or more years not filed I received an IRS or state letter A deadline is coming up soon

6. Who prepared your last return?

Another CPA or tax firm Tax software TurboTax, H&R Block online, etc. I did it myself by hand This will be my first return

7. How did you hear about us?

8. Anything else we should know?

Please don't include Social Security numbers, account numbers or tax documents here. We'll set up a secure way to share those once we've talked.

Website

Sending this does not make you a client or start any work yet. It simply lets us get back to you. We use your answers only to contact you about working together, and we never sell or share them.

Your email app opens with everything filled in. Press Send there to finish.

Prefer to talk first? Book a 15-minute fit check or call 410-929-4884.

Thank You. We've Got It

We'll review your answers and reach out to you. If you'd like to pick a time now, you can book a 15-minute fit check.

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Didn't open? Email info@fluentcpa.com or call 410-929-4884.

Book a 15-minute fit check

FLUENT FINANCIALSFull-Service Accounting Firm

410-929-4884
info@fluentcpa.com