New Client Inquiry – Tax Services Oahu

Name *

First

Last

Email *

Phone *

What type of services do you require? (please check all that apply) *

Income tax preparation and/or tax planning for my professional practice
I have fallen behind on my taxes and/or I need help with multiple years
I need help with something else

I am seeking help because (please check all that apply) *

I received a letter or I am being audited
I need to review and/or amend a previously filed tax return
I need help with payroll or bookkeeping
I need help with Hawaii GE or TA taxes.
I need help with something else

Investment / Stock / Crypto *

I do not have any investment income or activity.
I have a few accounts with interest, dividends, or stock trades with limited/simple activity
I have several accounts with moderate activity
I have extensive investment activity, K1 investments, and/or crypto-trading

Do you have property that you rent out to others? If so, how many?

Do you have rental properties, K1 investments, or activity in states other than Hawaii? If so, how many states other than Hawaii? *

Do you have income from self-employment, business, contracting, cash sales, and/or have you received form 1099NEC? *

Yes
No

Do you have an s corporation, multi-member LLC, or a partnership? *

Yes
No
Not yet, but I need advice about these items.

Who prepared your taxes in the previous year? *

Self Prepared / Software / Online
CPA / EA / Attorney
Other / Non-Credentialed Preparer

Why are you seeking a new professional? Was your prior professional not providing satisfactory services? *

Are you OK with or do you prefer online/paperless services? *

Yes – I prefer electronic / paperless services. I do not need to drop off documents or come in person.
In general, I prefer electronic / paperless services. I do not need to drop off documents or come in person. But maybe I want to come and meet you first. Or I’d like to come in once in a while for tax planning/other meetings.
Not really – but maybe I’m willing to give it a try if availability is a concern.
No, I absolutely require an in person appointment and / or I have physical documents to drop off.

Please note that our turnaround time around the deadlines can be a few weeks and clients who are not early in the tax season or are not quick to respond might need an extension. *

I understand. I’ll either be early, fast to respond, or I’ll be OK with an extension.
I’d very much rather not file an extension, but if it comes down to it, I will authorize you to file an extension on my behalf but only if it is absolutely necessary.
I prefer an extension (note: we will still need client documents by the 23th of March to calculate extension payment estimates).
I am not OK with an extension under ANY circumstance.

Please check all that apply: *

I have FOREIGN (non-US) bank accounts, business, investments, trusts, gifts, retirement, or other foreign interests.
I claim an exemption under the Military Spouse Relief Act or I have a military home of record in another state.
I am facing bankruptcy, insolvency, or I need a reduction of tax attributes due to the discharge of indebtedness.
I do not have any of these items.

What are your tax concerns?

What is it that you need help with? *