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Answer a short and straightforward set of questions to receive a quote for any of these service. If you need to a quote for combined services, click here.

Strategic Tax Services

Please fill out the information below as well as add any relative context in the comments box and one of our CPAs will reach out to you within 48 hours.

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First Name

Last Name

Phone

State

What year(s) are you needing tax returns submitted for?

Current yearPast years (including current)Future years only (meaning next year)

Do you need personal, business or both types of returns filed?

PersonalBusiness (including schedule C)Both

Do you have access to all tax related documents?

YesNoUnsure

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Bookkeeping

Please fill out the information below as well as add any relative context in the comments box and one of our CPAs will reach out to you within 48 hours.

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First Name

Last Name

Phone

State

What year(s) are you needing bookkeeping support?

Current yearPast years (including current)Future years only (meaning next year)

Are you currently working with a bookkeeper (either internal or external)?

YesNoKind of

Are you working on a cash or accrual accounting basis?

YesNoUnsure

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Fractional CFO

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First Name

Last Name

Phone

State

What specific services would you like handled by a Fractional CFO (muli-select)?

PayrollInvoices / Accounts Receivable (AR)Paying Bills / Accounts Payable (AP)Monthly or Quarterly Reporting (financial reports)Sales Tax Returns

Do you have any in-house accounting support or work with an external bookkeeper?

YesNoKind of

What are your estimated annual revenues?

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Business Solutions

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Tax Resolution

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Vlog
Podcast
Press

About

Meet the Team
Brand Story
Culture Manual
Reviews
FAQs
Careers

Dark Horse Stable

Dark Horse CPAs
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A Better Way CPA