STAbill - Request for Services
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Are you a current Tax Strategist of America (TSOA) client?
*
Yes
No
Are you ready to submit an order for specific services?
*
Yes
No
How up to date is your bookkeeping and tax returns?
*
Please Select
Bookkeeping and Taxes Up to Date
Up to Date on Taxes, Bookkeeping Needs Attention
Bookkeeping and Taxes Behind (Multiple Years)
Tax Return Extension Filed, Other Taxes Up to Date
Starting Business, Need Bookkeeping and Tax Filing Help
Tax Return Extension with Pending Information
Looking for a Second Opinion or New Accountant
Need Bookkeeping Services for Future Period
Looking for Tax Strategy Consultation
How do you typically manage your bookkeeping?
*
In-house (or do it yourself)
Outsourced
Not sure
What area of bookkeeping needs the most attention?
*
Reconciliation of Accounts
Payroll
Categorization of Expenses
Financial Reporting
Other (Specify)
Which year(s) are you behind on?
*
1 Year Behind
2-3 Years Behind
4+ Years Behind
What is the reason for the extension?
*
Awaiting Documents (e.g., K-1)
Need Additional Time for Preparation
Other (Specify)
What type of business are you starting?
*
Sole Proprietorship
LLC
S Corporation
C Corporation
Other (Specify)
When do you expect to receive the pending information?
*
Within 1 Month
1-3 Months
4-6 Months
Uncertain
What prompted you to seek a second opinion?
*
Dissatisfaction with Current Accountant
Looking for More Specialized Expertise
Tax Filing Concerns
Bookkeeping Issues
Other (Specify)
What period/year are you seeking bookkeeping services for?
*
1-3 Months
4-6 Months
7-12 Months
1+ Year
What is your primary focus for tax strategy?
*
Minimizing Tax Liability
Long-Term Tax Planning
Business Tax Optimization
Retirement and Estate Planning
Other (Specify)
Please select the services you are needing (select all that apply).
*
Bookkeeping/Payroll Services
Tax Services
Entity Services
Acquisition Consulting/Assistance
Marketing
Legal
Operations
Financing/Lending
CFO/Financial Planning Services
Other
What type of acquisition are you considering?
*
Real Estate
Business Purchase
Franchise
Other (Specify)
What stage are you in the acquisition process?
*
Researching Options
Negotiating A Deal
Under Contract
Need Due Diligence Support
What type of marketing services do you need?
*
Branding
Social Media Management
Paid Advertising
Search Engine Optimization (SEO)
Content Creation
Email Deliverability
Other (Specify)
Do you have an existing marketing strategy or are you starting from scratch?
*
I have an existing strategy
I am starting from scratch
What is your primary marketing goal?
*
Lead Generation
Brand Awareness
Increased Sales
Other (Specify)
What type of legal services do you need?
*
Contract Review
Compliance
Due Diligence
Intellectual property
Other (Specify)
Are you looking for ongoing legal support or assistance with a one-time issue?
*
Ongoing Legal Support
One-time Issue
I'm not sure
What type of financing/lending are you seeking?
*
Business Loan
Real Estate Loan
Investment Funding
Line of Credit
Other (Specify)
What is the purpose of the financing?
*
Business Expansion
Property Purchase
Working Capital
Other (Specify)
Please select the Bookkeeping/Payroll Services that interest you:
*
Bookkeeping: Advanced Consulting - $200/hr
Bookkeeping: Annual or Clean Up - $150/hr
Bookkeeping: Monthly by the hour - $150/hr
Bookkeeping: Quarterly by the Hour - $150/hr
Bookkeeping: Recurring Review Calls - $200/hr
Accounts Receivable - $150/hr
Bill Pay (A/P) - $150/hr
Year-End General Ledger Review - $500
General Ledger Review - $500
Payroll Support & Expertise - $150/hr
Year-End Payroll Tax Form Filing - $150/hr
Sales Tax - $300/hr
Please select the Tax Services that interest you:
*
Tax Return: 1040 Individual Income Tax Return. Starting at $1000 or $300/hr
Tax Return for Business (1065 Partnership, 1120S S-Corp, 1120 Corporate). Starting at $1500 or $300/hr
Review of Prior Year Tax Returns - $400/hr
1099 Preparation & Filing - $150/hr
Franchise Tax Filing - $300/hr
Non-Profit Return Filing (Form 990-N) - $300/hr
Non-Profit Return Filing (Form 990) - $300/hr
Personal Property Tax Returns - $300/hr
Quarterly Estimated Tax Projections - $300/hr
Year-End Estimated Tax Projection - $300/hr
Tax Resolution - $300/hr
Tax Review Calls - $300/hr
Trust Tax Return - $300/hr
Workers Compensation Audit - $150/hr
Hidden Treasure Tax Review Service
Tax Return Extension Filing - $100
CPA Expertise - $300/hr
Please select the Entity Services that interest you:
*
Entity Creation - $997 + State Fees
Trust Formation - $2,500 + State Fees
Entity Structure Review - $400
Beneficial Ownership Information Report (BOI) Filing - $150
Registered Agent Tracking & Filing - $150/hr
State Annual Report Filing - $150/hr
Nonprofit/Charity Formation - $2,500
Please select the CFO/Financial Planning Services that interest you:
*
Business Coaching - $300/hr
CFO Services - $300-$500/hr
Financial Budget Creation - $300-$500/hr
Compilation Report - $300/hr
Acquisition Assistance/Consulting - $750/hour (1-hour minimum)
Cost Segregation Study - $700-$1,700 (dependent on property)
Advanced Tax Strategy - $500/hr (1-hour minimum)
Is there anything else you would like us to know?
*
Yes
No
Please use this space to provide any additional details you would like us to know.
*
Submit
Should be Empty: