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LENDERMAN Client Intake
Your responses are confidential and shared only with Bobby Lenderman, CPA.
Full Name
*
Email
*
Primary platforms
*
Primary platforms
A
Instagram
B
TikTok
C
YouTube
D
Twitch
E
Podcast
F
Music/Production
G
Other
Estimated Annual Revenue
*
Estimated Annual Revenue
A
Under $50k
B
$50k - $150k
C
$150k - $500k
D
$500k +
E
Prefer not to say
Primary Income Sources
*
Primary Income Sources
How is your business currently set up?
*
How is your business currently set up?
A
No business entity - sole proprietor
B
Single member LLC - no S Corp tax election
C
Corp or LLC - taxed as S Corp
D
C Corp
E
Partnership
F
Multiple Business Entities
G
Not sure - need help figuring this out
Do you use accounting software?
*
Do you use accounting software?
A
Quickbooks
B
Wave
C
FreshBooks
D
Spreadsheets (Excel / Google Sheets)
E
Nothing / Other
Do you currently work with an accountant or CPA?
*
Do you currently work with an accountant or CPA?
A
Yes
B
No
C
Used to, not currently
Are your tax filings up to date?
*
Are your tax filings up to date?
A
Yes, fully up to date
B
Behind one year
C
Behind multiple years
D
Not sure
Do you pay estimated quarterly taxes?
*
Do you pay estimated quarterly taxes?
A
Yes
B
No
C
Not sure what those are
What is your biggest financial challenge right now?
*
Authorization
*
Authorization
I understand that Bobby Lenderman personally reviews my information and may utilize enterprise-grade artificial intelligence and other technology-assisted tools in providing services. Client information will be treated as confidential and handled in accordance with applicable professional standards.
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