CFOAF - Tax Strategy - Request a Review

IMPORTANT

Before submitting this form, please ensure you're prepared to upload tax returns for the two most recent years. If you are a business owner, be sure to include your business tax returns as well. We cannot proceed with the evaluation without these documents.

To streamline the process, we recommend gathering all relevant documents in advance to avoid resubmitting.

If you’d like, we can also send you email reminders to submit your tax returns to ensure a smooth evaluation process. Just select the option at the end of the form to receive reminders.

Thank you for your cooperation!

First Name *

Last Name *

Phone *

Email *

How did you learn about CFOAF? *

Google Search
Social Media (Facebook, LinkedIn, Instagram, etc.)
Networking Group or Mastermind
Webinar/Live Event
Referral
I am a client or returning client of CFOAF
Other
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Enter Referral Code if Applicable:

We’d love to know more about how you found us! If you were referred, who sent you our way? If through social media or a networking group, which one? If from a webinar or live event, which one did you attend? If ‘other,’ please share any details that help us understand how you connected with us! *

List your relevant business(es) and industry(ies) *

Primary Business Entity *

Sole proprietorship
LLC
S corp
Partnership
C corp
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Do you have a business partner? If yes, please provide their full name, phone number, and email address.

What is your annual revenue? *

Under under 250k
250k-500k
500k-1m
1-2m
2-5m
5-10m
10-20m
20m+
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How long have you been in business? *

I have immediate needs for the following services: *

Tax Strategy and/or Tax Credits

Business Bookkeeping

High-Level Business Consulting

Other (explain in the goal section below)

What is your primary goal for this call? *

Click all of the following who are part of your current financial team *

Bookkeeper or Accountant

Tax Preparer

Tax Strategist

CPA

CFO or Controller

None

I have FUTURE needs for the following services:

Tax Strategy and/or Tax Credits

Business Bookkeeping

High Level Business Consulting

Where are you located and what is your timezone? *

Most Recent Year Business Return (if applicable)