Shan's CPA — Client Inquiry & Pricing

01 Contact Information

First Name *

Last Name *

Email Address *

Phone Number

City / State

Preferred Contact Method

Best Time to Reach You

How Did You Hear About Us?

02 Services Needed

What are you looking for? Select all that apply *

Individual Tax Preparation 1040 returns — W-2, investments, rentals, self-employment

Business Tax Preparation S-Corps, partnerships, Schedule C sole proprietors

Monthly Bookkeeping Ongoing books, reconciliation, financial statements

Tax Planning & Advisory Strategy sessions, S-Corp analysis, retirement planning, deductions

Not sure yet — I'd like to discuss my options Fill out your contact info and I'll reach out to learn more

Business Tax Details Select your entity type below

Select your entity — bundle options save $150

Schedule C (sole proprietor, simple) $500 Schedule C + personal 1040 bundled Save $150 $850 S-Corporation (1120-S) $1,500 S-Corp + owner's 1040 bundled Save $150 $2,200 Partnership (1065) $1,500 Partnership + partner 1040 bundled Save $150 $2,000

Business Name

Industry

Annual Revenue (approx.)

Number of Employees

Current Bookkeeping Software

Are books current?

Tax Planning & Advisory Tell me what you're working toward

Tax Planning Session 1-hour advisory consultation $300/hr

Topics of Interest — check all that apply

Entity Structure S-Corp Election Retirement Accounts Real Estate Strategy Quarterly Taxes Deduction Maximization Vehicle & Home Office

What is your primary goal?

03 Additional Information

Currently working with a CPA?

When do you need to start?

Anything else you'd like me to know?

I understand that submitting this form does not create a CPA-client relationship. Information shared here will be used solely to respond to my inquiry and is kept strictly confidential.

Let's figure out what you need.

Thank you for reaching out.

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