Shan CPA PLLC — Client Inquiry

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 or Quarterly Bookkeeping Ongoing books, reconciliation, financial statements — monthly or quarterly

Trust & Estate Tax Return (Form 1041) Fiduciary returns for trusts and estates, including beneficiary K-1s

Tax Planning Proactive year-round tax strategy — individual, business, or real estate focus

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

Individual Tax Details Select your situation below

Which best describes your return?

Simple Individual Return W-2 income, standard or itemized deductions, single state Complex Individual Return Rentals, investments, self-employment (Schedule C), RSUs, or multi-state Not sure — happy to figure it out together

Tell me a bit more (optional, but helpful)

I have rental properties

How many rental properties?

I have investment income (1099-B, RSUs, stock options) I have self-employment / freelance (Schedule C) income I need more than one state return

How many states total?

This is a prior-year amendment

Filing Status

Prior Year Return Filed?

Foreign Accounts or Assets?

Number of W-2s

Trust & Estate Details Select your situation below

Form 1041 — select your return type

Simple or Grantor Trust Pass-through income, minimal complexity Complex Trust or Estate DNI calculations, distributable income allocations, multiple income types I'd also like my beneficiary's 1040 prepared alongside the trust return

Trust Type

Number of Beneficiaries

Trust has investment income?

Prior Form 1041 filed?

Business Tax Details Select your entity type below

Entity type — select all that apply

Schedule C / Single-Member LLC Partnership (Form 1065) S-Corporation (Form 1120-S) C-Corporation (Form 1120)

Which tier interests you?

Foundation Filing only — you keep your own books Growth Filing + strategy session + your personal return Harvest Monthly bookkeeping + filing + year-round tax planning Not sure yet — let's talk it through

Business Name

Industry

Annual Revenue (approx.)

Number of Employees

Current Bookkeeping Software

Are books current?

Bookkeeping Details Select your business size

Which best describes your business size?

Freelancer / Sole Prop Under 50 transactions/month Small Business 50–150 transactions/month Growing Business 150–300 transactions/month Complex / Multiple Accounts 300+ transactions/month

Cadence

Monthly Quarterly

Add-Ons

Catch-up / cleanup bookkeeping needed before we begin Financial statements only (no full bookkeeping)

Number of Bank Accounts

Payment Processors Used

Do you accept cash payments?

Do you currently run payroll?

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.

One more step after you submit

Thank you for reaching out.

Your Selections