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Curt W. Davis, CPA
CERTIFIED PUBLIC ACCOUNTANT
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Thank you for your interest in our Tax Planning and Guidance services. A member of our team will review your information and contact you to discuss your goals, challenges, and opportunities for proactive planning.
Tax Planning & Guidance Consultation Request
Business Information
Business Name
(required)
Contact Person
(required)
Title/Position
(required)
Phone number
(required)
Email
(required)
Business Address
(required)
Business Overview
What type of entity is your business?
(required)
Sole Proprietorship
Single-Member LLC
Multi-Member LLC
Partnership
S Corporation
C Corporation
Nonprofit Organization
Other
Industry
How long have you been in business?
Less than 1 year
1-5 Years
5-10 Years
10+ Years
What Brings You To Us?
What are you hoping to accomplish?
(required)
Reduce Current Tax Liability
Develop a Long-Term Tax Strategy
Improve Business Profitability
Plan for Future Growth
Evaluate Business Structure
Prepare for Retirement
Purchase Equipment or Property
Hire Employees
Expand Operations
Sell or Transition the Business
Succession Planning
General Business Consulting
Not Sure
Business Planning Topics
Which areas would you like to discuss?
(required)
Tax Planning
Cash Flow Management
Business Growth Planning
Budgeting & Forecasting
Entity Structure Review
Owner Compensation Planning
Estimated Tax Planning
Retirement Planning
Exit Strategy Planning
Succession Planning
General Business Advisory Services
Not Sure
Current Business Situation
Do any of the following apply to your business?
(required)
Multiple Owners
Employees
Independent Contractors
Real Estate Holdings
Equipment Purchases Planned
Expansion Into New Markets
Multiple Business Locations
Online Sales
Significant Growth Expected
Considering a Sale or Acquisition
None of the Above
Looking Ahead
Are you anticipating any of the following withing the next 3 years?
(required)
Starting a New Business Venture
Purchasing Real Estate
Selling Real Estate
Purchasing Another Business
Selling the Business
Bringing on Partners
Expanding Operations
Retirement
Business Succession
Major Capital Investment
None of the Above
Current Professional Advisors
Who currently assists you with your business finances?
(required)
CPA Firm
Tax Preparer
Bookkeeper
Attorney
Financial Advisor
No Current Advisors
Primary Concerns
What are your biggest business or tax concerns right now?
(required)
Paying More Tax Than Necessary
Cash Flow Challenges
Business Growth Decisions
Recordkeeping & Compliance
Retirement Planning
Succession Planning
Business Structure
Understanding Financial Information
Other
Additional Services
Would you like information about any of our other services
(required)
Business Tax Preparation
Business Accounting Services
Payroll Services
Sales Tax Filings
Estates & Trusts
Financial Wellness Planning
No Additional Services At This Time
Final Review
Please provide a brief description of your business and what you would like to accomplish through tax planning or consulting services.
(required)
Preferred Contact Method
(required)
Phone
Text
Email
Any of the above
What would make this consultation successful for you?
(required)
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Curt W. Davis, CPA
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