Name *

First Name

Last Name

Phone *

(###)

###

####

Seeking *

Personal Tax Return Preparation

Business Tax Return Preparation

Bookkeeping

Consulting/Tax Planning

Tax Return(s) for Prior Year(s)

Are you local to the Charleston area? *

Yes

No

Do you currently have a CPA? *

Yes

No

Do you currently have a financial planner? *

Yes

No

Are you currently being audited by the IRS? *

Yes

No

Do you use a spreadsheet or accounting software to track income and expenses? *

Yes

No

Do you have multiple sources of income? *

Yes

No

Do you have income from other states? *

Yes

No