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A few minutes here means your consultation can focus on answers, not paperwork. Only the first section is required. Share as much or as little as you're comfortable with.

1 · About you

Name

Phone (optional)

Best way to reach you

State you live in

How did you hear about us? (optional)

2 · What you need

Check everything that applies

Individual tax return Business tax return Crypto / Form 1099-DA Stock options, RSUs or ESPP Multi-state (NJ/NY) Tax planning / estimated taxes IRS or state notice, audit or back taxes Unfiled returns Bookkeeping / QuickBooks Payroll New business / entity / S corp Fractional CFO / advisory Estate or trust return Real estate / rental property Second opinion / switching CPAs Other

Please describe what you need

3 · Your situation (optional)

Filing status

Current tax preparer

Sources of income

W-2 wages Self-employment / 1099 A business I own Rental property Brokerage investments Crypto / digital assets Stock options / RSUs Retirement / Social Security K-1s from partnerships or trusts Income in more than one state

Business type

Approximate annual revenue

Employees

Bookkeeping today

4 · IRS or state issue

Notice or letter number (if known)

Response deadline (if any)

Approximate amount owed

Years of unfiled returns

Last step

How soon do you need help?

Anything else we should know? (optional)

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Please don't include Social Security numbers, account numbers or tax documents. Once we're working together, we'll exchange documents through our secure client portal.

Thank you. We've got it.

We'll review your information and respond within one business day. If you'd like, you can book your consultation now.

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Darian Accounting

Time is money. We save you a bit of both.

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201.228.0655

Based in Mine Hill, NJ · Serving Morris County, NJ and Rockland County, NY

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