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Apply for Business Tax Prep
This quick application helps me make sure we're the right fit for your situation.
Takes 2–3 minutes.
Name
*
Email
*
Phone Number
*
What years do you need filed? (Select all that apply)
*
What years do you need filed? (Select all that apply)
Which returns do you need filed?
*
Which returns do you need filed?
Any IRS letters, audits or past due taxes ?
*
Any IRS letters, audits or past due taxes ?
A
No
B
I don't know
C
Yes
What's your bookkeeping status
*
What's your bookkeeping status
A
It’s kind of a mess
B
I don’t have bookkeeping at all
C
I’m mostly caught up but not perfect
D
My bookkeeping is all caught up
Did you have self-employment or business income this year?
*
Did you have self-employment or business income this year?
A
Yes
B
No
C
Some, but not a lot
What’s stressing you out the most about taxes?
*
*
Untitled checkboxes field
I understand a $150 retainer is required to hold my spot. This covers your initial document review, consultation, and estimate prep. It's non-refundable - if you decide not to move forward after that, the retainer stays.
I understand my final fee is confirmed after my organizer is reviewed - not before. You'll know the number before you pay anything else.
I understand my final invoice has to be paid before my return is filed. No surprises, just the process.
I understand I'll get either a review meeting or an async video walkthrough - my choice.
Returns are prepared under Bunch Accounting T
ax Services. You may see this name on your engagement letter and documents - that's us, sis. Same team.
✨ Submit Application
