We Value Your Financial Needs!

Please complete the short questionnaire below to be considered for Immanuel & AnG's Financial Services.

Please fill out the short questionnaire below to be considered for

Immanuel & AnG's Financial Services.

Once you Submit the short questionnaire, you will have the opportunity to book a FREE consultation so that we can learn more about you and your financial goals.

Full Name *

Email *

Phone *

Company Name

Briefly describe your business

What Type Of Help Are You Seeking? *

General Questions

Bookkeeping/Accounting Services

Tax Filing Services

Tax Planning/Strategy Services

Are you currently a W2 Employee? *

Yes

Is this your first time doing tax planning? *

Yes

What is your business entity structure? *

Sole Proprietorship

LLC

S Corp

C Corp

N/A

How many employees? *

1-9

10+

N/A

How long have you been in business? *

0-3 years

2-5 years

6-9 years

10+ years

N/A

What is your annual business income? *

$25,000 - $50,000

$50,000 - $75,000

$75,000 - $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1,000,000

$1,000,000+

N/A

Do you own any rental real estate? *

Yes

What is your #1 priority with a tax strategist? *

Pay less taxes

Start or update my bookkeeping

Structure or restructure my business entity or entities

Will all decision makers be on the call for the time scheduled? *

Yes

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