Open 7 days a weekVirtual service in all 50 statesIn-person and walk-ins in Bridgeport

Business & self-employed clients

Let’s determine whether we’re a good fit.

Tell us about the business, its records, deadlines, and the support you need. We review every inquiry before accepting an engagement.

  • Allow approximately 5–8 minutes
  • No tax documents are required now
  • Submission does not guarantee acceptance
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Business client screening

Business or Self-Employed Inquiry

Tell us about the business, its records, deadlines, and the professional support you need. Required fields are marked with an asterisk.

Contact information
1. What service do you need? *

Select all that apply.

2. Are your business tax returns and required filings currently up to date? *
3. Have you received any IRS, state, payroll, sales-tax, or other government notices? *
4. How would you describe your records? *
5. If you own a business, what is your approximate annual gross revenue? *
6. Do you currently have employees or payroll? *
7. Are you prepared to provide requested records and respond to our office within reasonable deadlines? *
8. What are you looking for from our firm? *
9. What professional-service budget are you prepared for? *
10. Briefly describe what you need help with and any important deadline. *
Important: Do not enter Social Security numbers, bank details, passwords, payment-card information, or upload tax documents here. We will provide secure instructions if we move forward.