Consultation Application

Please complete as much as you can in this application. It may take 10-15 minutes to complete this form.This will allow us to accurately provide a detailed tax analysis.

First Name *

Last Name *

Phone *

Email *

Business Information

Do you have a business? *

Yes
No
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Do you own, invest or use Crypto? *

Yes
No
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Are you looking to start a business?

Yes
No
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What would this new business do? *

What is the name of your Company(s)? *

What is your role within the Company? *

What state(s) does your Company operate in? *

Briefly, What does your Company do? *

What type of entity do you have? *

Sole Proprietorship
Limited Liability Company (LLC)
Partnership
S-Corp
C-Corp
Non-Profit
Other
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What are your average annual sales? *

Under $25,000 per year
$25,000 - $75,000 per year
$75,000 - $150,000 per year
$150,000 - $250,000 per year
$250,000 - $500,000 per year
$500,000 - $1,000,000 per year
$1,000,000 - $5,000,000 per year
$5,000,000 - $10,000,000 per year
Above $10,000,000 per year
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How many employees do you have? *

Myself
1 - 5
5 - 10
10 - 20
20 - 40
Above 40
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Who are you using for Payroll? *

ADP
Gusto
Quickbooks
Onpay
Paychex
Paycom
Handled In-house
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What software do you use for bookkeeping? *

Quickbooks Online
Quickbooks Desktop
Xero
Wave Accounting
Other
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Is your bookkeeping up to date? *

Yes
No
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Are you confident your books are currently compliant enough to protect you against an audit from the IRS? *

No
Yes
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What are the top 3 biggest issues you have in running your business? *

Additional Information

This information will further help us understand your needs and build a custom strategy for you.

Have you recieved any IRS letters in the last three years? *

Yes
No
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Have you been audited in the past three years? *

Yes
No
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What professional advisors do you currently have? (multi-select) *

Accountant/ Tax Professional
Bookkeeper
Financial Advisor
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Do you currently have life insurance? *

Yes
No
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Do you currently have a will or estate plan? *

Yes
No
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Is there anything else we should know? *

Crypto Information

How many crypto wallets (including exchanges) do you own/control? *

1 - 5
5 - 10
10 - 20
20 - 30
30 - 40
40 - 50
50 - 100
100 - 250
250+
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What networks do you use or operate on? *

Bitcoin (BTC)
Ethereum (ETH)
Tron (TRON)
Solana (SOL)
BSC (BNB)
Arbitrum (ARB)
Avalanche (AVAX)
Polygon (MATIC)
Base
Sui (SUI)
Optimism (OP)
Near (NEAR)
Cronos (CRO)
GNOSIS (GNO)
Aptos (APT)
Kava (KAVA)
TON (TON)
Cardano (ADA)
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Provide a list of your owned/controlled wallets with corresponding use. *

How would you classify yourself in the crypto space? *

Day Trader
Airdrop Farmer
DCAer
HOLDER
Project
Blockchain
Node Operator
Crypto Miner
No Idea What I Am
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