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Khela Financial Solutions – New Client Intake
This form helps us understand your goals, tax status, and financial structure before we schedule your strategy call. All information is confidential and reviewed directly by a CPA.
Full Name
*
Email Address
*
Phone/Mobile
*
Company/Brand
*
Industry / Profession
A
Athlete
B
Creator
C
Entrepreneur
D
Other
Estimated Annual Revenue /Earnings
*
State of Operation (select all that apply)
*
California
Florida
New York
Texas
Other
Current Structure
*
A
Sole proprietorship / Schedule C
B
LLC taxed as sole proprietorship
C
LLC taxed as S-Corp
D
Corporation (C-Corp)
E
Not sure
Do you currently file quarterly estimated taxes?
*
A
Yes
B
No
Are all tax returns up to date?
*
A
Yes – all returns filed
B
No – I have unfiled years
C
Not sure – please check my status
If you have unfiled years, which tax years are missing?
*
Upload Current Tax Return
Click to choose a file or drag here
Size limit: 10 MB
What’s your top financial challenge or goal right now?
Submit