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Based In Lancaster, PA
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Contact
Client Portal
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PRE-MEETING SURVEY
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
All prospects receive a custom quote. Most clients are investing $10,000 - $15,000 annually.
Any final questions or comments?
