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Intake form
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Name
*
Email address
*
What services are you interested in?
Please select at least one option.
Tax Preparation
Credit Repair
Business Formation
What is your estimated annual income?
What is your credit score range?
Select
Below 580
580-669
670-739
740-799
800 and above
What type of business entity are you interested in forming?
Select
Sole Proprietorship
LLC
Corporation
Partnership
What is your preferred method of communication?
Select
Email
Phone
In-Person
How did you hear about us?
Select
Online Search
Social Media
Referral
What is your primary concern regarding finances?
Please select at least one option.
Tax Issues
Credit Problems
Business Setup
Financial Planning
What is your timeline for starting your project?
Select
Immediate
1-3 months
3-6 months
6+ months
Which service or services are you interested in?
Please select at least one option.
Tax preparation
Credit repair
Business formation
Additional questions or comments
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