Tax Strategy Call Qualification Form

First Name *

Last Name *

Email *

Phone *

Business Name *

Instagram *

Estimated Annual Net Profit (remember this is after deducting your expenses) *

What type of return does your business file?

Which state do you reside in? *

Where do you feel the most stuck right now/ are looking for the most help? *

Why are you looking to take action or make a change NOW? *

If you Qualify and it’s the right fit, are you able to invest in your business right now? *

How did you hear about The Tara CPA Firm? If it was a particular person, please include their name so that we can thank them.

By checking this box and booking a call, you certify that you are a US-based business owner with profits of $50,000 or more annually and acknowledge that our firm DOES NOT PROVIDE BOOKKEEPING.

You consent to receive future marketing and email communications from The Tara CPA Firm, LLC.