Is Your Firm Taking On the Right Clients?

Entity type is the single most impactful variable in determining your tax situation complexity — which forms apply, what deduction strategies are available, and what this engagement will cost. S-corp shareholders have specific reasonable salary requirements that don't exist for W-2 employees. Multi-entity structures require consolidated planning a solo return never touches. Your answer shapes every question that follows.

Revenue is one of the three strongest signals in your complexity tier. It determines your tax exposure scale, which optimization strategies apply, and which advisor we assign. Higher revenue doesn't mean higher fees — it means your situation more likely contains untapped planning opportunities a specialized CPA will identify before the first meeting. Approximate is fine.

Complexity determines which tax strategies apply and how much preparation we do before your first meeting. Clients with complex situations receive a pre-meeting opportunity analysis so we're not wasting time on basics. Complex doesn't mean expensive — it often means more room for savings. Answer based on honest assessment, not what sounds impressive. Both lead to the same conversation.

Your prior CPA relationship shapes how we structure the first meeting. Clients switching professionals receive a transition briefing and a prior-year return review as part of onboarding. Clients new to professional accounting receive a different structure. There is no advantage to claiming you haven't worked with a CPA before — both paths lead to the same first conversation at the same speed. Answer honestly.

Your primary need determines how we structure the first conversation and what we bring to the meeting before you show up. Clients focused on tax reduction receive a pre-meeting opportunity analysis. Clients behind on filings receive a catch-up roadmap and penalty exposure estimate. Planning clients receive a strategy framework specific to their event type. This question shapes your advisory path before we've spent a minute of your time.

Timeline is one of the three strongest signals in your fit score. Clients with immediate needs receive same-day contact from an available advisor — not a callback queue days later. Clients with longer timelines receive a structured proposal and are not rushed into a meeting. Either way, your timeline shapes the urgency of our follow-up so you're not receiving the wrong level of contact for where you actually are.

Each item you identify adds to your complexity score and flags specific planning modules your advisor prepares before the first call. Clients with multiple active areas typically have the largest untapped tax savings — and the most to gain from a specialist who arrived prepared. Select all that apply. If none apply, select the last option.

Referral source affects your intake tier and how we prepare for the first meeting. Clients referred by an attorney, financial advisor, or existing client arrive with more context — which means a more specific pre-meeting analysis. Answer honestly regardless. Both paths lead to the same first conversation at equal speed. We ask because it helps us prepare better, not to filter you out.

You've completed 9 of 10 questions. Your Tax Fit Score, complexity tier, and advisor recommendation are calculated. Enter your contact information to release your results and connect with a CPA specialist within one business day. This is the last step. Your information is used only to follow up on this assessment — never shared, never sold.