Skip to content
(717) 305-1454
Based In Lancaster, PA
Home
Services
Blog
Contact
Client Portal
Home
Services
Blog
Contact
Client Portal
Schedule a Call
FIT SURVEY
Fit Survey
Step
1
of
2
50%
What is your name?
(Required)
What is your email?
(Required)
How did you hear about Proactive CPA?
(Required)
What your primary source of income?
(Required)
Business I own
Paycheck\W-2 (i.e. non-business owner)
Investments
Other
If you have multiple sources of income, please select the option above that provides the largest amount of income.
What is your primary business's annual revenue?
(Required)
Under $1,000,000
$1MM - $3MM
$3MM - $10MM
$10MM - $25MM
Greater than $25MM
What do you anticipate your income being for this year?
(Required)
Under $250,000
$250K - $500K
$500K - $1MM
$1MM -$5MM
Greater than $5MM
Are you currently filing taxes in multiple states?
(Required)
Yes I am
No, but I anticipate needing to in the next 12 months
No, I only need to file in one state
Do you currently file taxes in multiple states?
(Required)
Yes I am
No, but I anticipate needing to in the next 12 months
No, I only need to file in one state
All prospects receive a custom quote, however most clients are investing $10,000 - $15,000 annually. Does that align with what you are expecting?
(Required)
Yes, that aligns
No, that’s outside what I had in mind
Great! It sounds like a good next step will be to schedule an introduction call. Please select a time & date below that works for you.
Any final questions or comments?
Untitled
First Choice
Second Choice
Third Choice
