(833) 425 - 6678 Ext 2 info@ktbradleycpa.com
Type of Tax Return (Individual, Business, Partnership, etc.); Previous Year's Tax Return (if applicable); Any Specific Tax Issues or Concerns.
Current Financial Goals; Monthly Income; Monthly Expenses; Desired Budgeting Strategies.
Type of Business Entity (LLC, Corporation, Partnership, etc.); Business Name; Business Address; Business Structure Preferences.
Financial Goals (Short-term and Long-term); Investment Preferences; Retirement Planning Needs; Risk Tolerance Level.
Current Bookkeeping System (if any); Number of Employees (if applicable); Monthly Transactions (approximate); Accounting Software Preference (if any).
If referred, please let us know who we should thank!
Click or drag files to this area to upload. You can upload up to 10 files.
Please provide documents for your business, ( Incorporation, EIN, W9, Bank Statements, Prior Year Tax Returns, IRS Letters, Etc.)