Aug 23, 2024 Last updated on Aug 23, 2024 LEAD + Questionnaire v4[PHONE] DCRM dev Contact Us [Phone] with questionnaire v4 [online] (DEV DCRM TEST) questionnaire after form was submitted "*" indicates required fields Operator*Name* First Last Email* Phone*CityStateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaLowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingWhat is your filing status?*JointlySeparatelySingleWhy are you calling?* Consultation Tax return Bookkeeping Sales tax CPA letter Business formation/dissolution Audit Letter from IRS/State Audit from IRS/State Financial statement audit/review/compilation Other Select year*2027202620252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000How did you know about Dimovtax?*GoogleYelpBingYahooExpertise.comPersonal referralPainless AuditWatterCPAOtherWhere then did you hear about Dimovtax?*MessageDid you need tax preparation, advisory/strategy, business services, audit? Tax preparation Advisory/strategy Business services Audit, review, or compilation This field is hidden when viewing the formBusiness ServiceWhat you are interested in? Business formation Payroll implementation Bookkeeping Sales taxes Quarterly taxes Audit & attestation Other This field is hidden when viewing the formSales taxesDo you have the sales tax account set up? Yes No How many states do you need to file the sales taxes for?Please enter a number greater than or equal to 0.This field is hidden when viewing the formQuarterly taxesWhat is the structure of your business?How much do you make in gross income from the business annually?Please enter a number greater than or equal to 0.What industry is your business?This field is hidden when viewing the formPayrollAre you using any payroll software? Yes No What software are you using?This field is hidden when viewing the formAdvisory / StrategyDid you need advisory/strategy for personal, business or trust? Advisory/strategy for personal Business Trust Is it related to the cross border or international tax issue? Yes No Do you receive income from US sources or foreign sources? US sources Foreign sources Are you a US citizen or green card holder? Yes No What type of visa are you holding?What types of events are you planning for? Home sale Equity Side income/freelancing Divorce This field is hidden when viewing the formHome saleWas the property a rental property or a personal residence? Personal residence Rental property Did you live in the home at least 2 of the last 5 years? Yes No Did you need to analyze the situation verbally or did you want a numerical analysis that calculates your tax obligation based on the variables that you would like to evaluate? Numerical analysis Verbal analysis Please quickly describe any considerations that you would like to cover on the callOther than the property sale, do you have any other sources of income or complexities that we should know about? Wage income Freelance income Rental income Crypto How much did you earn in freelance income, approximately?Please enter a number greater than or equal to 1.Do you also receive any RSU/equity as a component of your compensation? Yes No Did you exercise ISO/NSO in the tax year? Yes No What types of equity do you have? ISO RSU ESPP NSO Did you exercise the vest RSU/ESPP in the tax year? Yes No This field is hidden when viewing the formequityWhat types of equity do you have? RSU ESPP NSO ISO Did you vest any of the equity in the year you need to file? Yes No Did you sell equity that was granted from a prior year ISO exercise? Yes No Did you exercise any of the equity in the year you need to file? Yes No This field is hidden when viewing the formside income/freelancingDid you need assistance with quarterly estimated taxes? Yes No How much did you earn from the side income, approximately?Please enter a number greater than or equal to 0.What industry is your side income in?Do you use bookkeeping softwares or have your revenues & expenses organized in a spreadsheet? Yes No This field is hidden when viewing the formdivorceWhich tax year do you need help with?Please enter a number from 2002 to 2027.Do you have the separation agreement ready? Yes No What type of assets do you have?This field is hidden when viewing the formTrustIs the trust set up? Yes No Do you need help with setting up a trust? Yes No This field is hidden when viewing the formbusinessWhat types of events are you planning for? Year end deductions Tax optimization planning S corp election or revocation Bookkeeping Starting a new business Other What is the type of company? S-Corp C-Corp Single-member LLC Multi-member LLC Other Do you need to make the election or revocation? Election Revocation Have you had the business entity set up? Yes No What would you like to know: Important deadlines & requirements Best structure options (s-corp vs LLC, etc.) How to pay yourself Quarterly tax rules Bookkeeping best practices Important deductions (including some you must set up now if you are to take advantage of them in 2023) Common mistakes & how to avoid them Another Please describe what would you like to knowWhat is the current business structure?What other you are interested in?This field is hidden when viewing the formTax preparationDid you need business, personal, estate/trust or nonprofit? Business Personal Estate/trust Nonprofit This field is hidden when viewing the formPersonalWhich tax year did you need to file?Please enter a number from 2002 to 2027.What sources of income do you have? Wage income Rental income K1s Crypto / NFT income Equity compensation Income from a business that you own Freelance / Contract / Self-employed Another This field is hidden when viewing the formestate or trustWhich year returns need to be completed?Please enter a number from 2002 to 2027.What state is the estate/trust formed in?AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFederated States Of MicronesiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarshall IslandsMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth DakotaNorth CarolinaNorthern Mariana IslandsOhioOklahomaOregonPalauPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyomingHow many beneficiaries are there of the estate/trust?Please enter a number greater than or equal to 0.What income-producing assets are held by the estate/trust?What is the approximate value of the trust? $500k $1-5m $5m+ This field is hidden when viewing the formNonProfitWhich tax years’ taxes do you need to file?Please enter a number from 2002 to 2027.Will you have financial statements ready for the tax filings? Yes No What is the mission of the organization?How many employees/volunteers does the non-profit have?This field is hidden when viewing the formBusinessWhich tax year did you need to file?Please enter a number from 2002 to 2027.What is the type of company? Sole proprietorship A partnership S-corp C-corp Single-member LLC Multi-member LLC Another Are they any foreign owners of over 25% of the company's shares? Yes No What is your other income source except for the business income? Wage income Rental income Crypto / NFT income Equity compensation Another How many rental properties?Please enter a number greater than or equal to 0.In which states?AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFederated States Of MicronesiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarshall IslandsMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth DakotaNorth CarolinaNorthern Mariana IslandsOhioOklahomaOregonPalauPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyomingDid you sell the rental in the tax year? Yes No This field is hidden when viewing the formK1How many K1s?Please enter a number greater than or equal to 0.Do you know if the K-1 will require filing in more than one state? Yes No Do you usually receive the final K1 after march? Yes No Is this a complex K-1? Yes No Not sure Do you usually receive the them after march? Yes No Are those complex K-1s? Yes No Not sure This field is hidden when viewing the formCrypto / NFT incomeYour crypto/NFT activity consists of: Mining Trading Approximately how much did you make in USD equivalent in mining?Please enter a number greater than or equal to 1.Did you trade the minted NFTs for other types of tokens, other NFTs, or fiat (such as USD)? Yes No How many exchanges did you trade crypto/NFT on and which ones?Approximately how many crypto/NFT transactions did you have in the tax year?Please enter a number greater than or equal to 1.Are you already using any type of aggregator tool for your crypto/NFT transactions to put them in the required 8949 format? Yes No Please describe which aggregator you use for your crypto/NFT transactions to translate them into the required 8949 format?How much did you earn in self-employment, approximately?Please enter a number greater than or equal to 0.Do you use bookkeeping softwares or have your revenues & expenses organized in a spreadsheet? Yes No What industry is your work in?Please describe your another source of incomeDo you have any international elements to your tax profile? Yes No Are you US tax resident, non resident, or not sure? US tax resident Non resident Not sure What type of visa are you holding?* F1 J1 J2 O1 H1B H1B1 H2A H4 TN L1 G4 K1 K3 E2 E3 How long have you been in the US?* 1 year 2 year 3 year 4 year 5+ years How long have you been the US in 2023? (days)*Please enter a number greater than or equal to 0.Please select international tax items: PFICs– Form 8621 Foreign partnership– Form 8865 Foreign business– Form 5471 Foreign gift or foreign trust– Form 3520 Foreign trust– 3520-A Fbar/8938 International student Expat Other Please select international tax items: International student Expat Other Please describe other international tax itemsHow many PFICs do you have?Please enter a number greater than or equal to 0.How many foreign bank accounts do you have?Please enter a number greater than or equal to 0.Does the aggregate value of the foreign bank accounts exceed $10K USD? Yes No Do you also receive any RSU/equity as a component of your compensation? Yes No What types of equity do you have? ISO RSU ESPP NSO Other Did you originally exercise the ISO in a prior year? Yes No Did you exercise any NSO, or ISO in the tax year? Yes No Did you vest or sell any RSU or ESPP in the tax year? Yes No Do you know if you must file in any additional states for the tax year(s)? Yes No Which states?AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFederated States Of MicronesiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarshall IslandsMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth DakotaNorth CarolinaNorthern Mariana IslandsOhioOklahomaOregonPalauPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyomingDo you own a home? Yes No What year did you purchase?Please enter a number from 1900 to 2077.Is your mortgage over 750k? Yes No Is your mortgage over 1 million? Yes No Any other complexities we should be aware of?Did you have any immediate needs, such as tax optimization/tax planning, advice regarding equity exercise or foreign transactions, multi-state matters, crypto, inheritance, or other complexities? Yes No Please provide a few sentences to describe the questions you have or topics you wish to cover for an appointmentWhat is the approximate gross revenue of the company each year?Please enter a number greater than or equal to 0.What is your monthly cash burn rate?Please enter a number greater than or equal to 0.What industry is your company in?Do you use bookkeeping softwares or have your revenues & expenses organized in a spreadsheet? Yes No How many bank accounts do you have?Please enter a number greater than or equal to 0.How many credit cards do you have?Please enter a number greater than or equal to 0.Did you have any immediate needs, such as tax optimization/tax planning, business structure/formation, bookkeeping, quarterly taxes, sales taxes, or payroll? Yes No Please select from these services: Tax optimization/tax planning Business structure/formation Bookkeeping Quarterly taxes Sales taxes Payroll Other This field is hidden when viewing the formBusiness structure formationDo you have any specific questions for us outside of what you mentioned in the contact form?Do you need assistance selecting a business structure, such as deciding between an s-corp or an LLC, or do you also need us to create your business for you (register and form the company with the IRS and state)? Assistance and Registration Just assistance What type of business do you want? Multi-Member LLC Single-Member LLC S-corp C-corp Non-profit Are they any foreign owners of over 25% of the company's shares? Yes No Do you have any non-US partners? Yes No Are you a US tax resident? Yes No What mission statement do you have for a non-profit organization or what is the purpose?This field is hidden when viewing the formSales taxesDid you already create a sales tax account with your state or did you need sales tax onboarding & implementation? I already have account I dont have account Do you use bookkeeping softwares? Yes No What is the name of the software you use for bookkeeping?How much do you expect to make in gross income in sales monthly?Please enter a number greater than or equal to 0.What types of products or services are you selling?What immediate sales-tax related tasks did you need? File monthly/quarterly/annual sales tax reports Address state notice or penalty Correct past issues Other Did you need to file monthly, quarterly, annually, or not sure? Quarterly Annually Monthly Not sure What is your approximate monthly gross sales amount?Please enter a number greater than or equal to 1.Which state(s) do we need to file or you are not sure?AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFederated States Of MicronesiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarshall IslandsMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth DakotaNorth CarolinaNorthern Mariana IslandsOhioOklahomaOregonPalauPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyomingDo you have a copy of the penalty letter? Yes No Please kindly upload it here so we can provide an exact quote for our resolution servicesMax. file size: 2 GB.Please kindly describe in a few sentences the issues you had.Do you use bookkeeping softwares? Yes No What is the name of the software you use for bookkeeping?This field is hidden when viewing the formPayrollHave you already set up payroll or do you need help with a new payroll setup? Set up payroll New payroll What payroll-related assistance did you need on an immediate basis? Filing late payroll Cleaning up errors or past issues with payroll Received notice from the state How many employees are you looking to onboard on an immediate basis?Please enter a number greater than or equal to 0.Are these employees hourly or salary? Hourly Salary Do we have to run bonuses, commissions, reimbursements? Yes No How often? Monthly Yearly Quarterly What is the type of your payroll? Weekly Bi-weekly Monthly Not sure How many states are the employees located in?Please enter a number greater than or equal to 1.Are we also administering benefits, such as health insurance, etc. Yes No Please also describe how often you expect staff to be leaving the company.Please describe other service?This field is hidden when viewing the formBOOKKEPINGIs it a new or existing business? New business Existing business How many bank accounts do you have?Please enter a number greater than or equal to 0.How many credit cards do you have?Please enter a number greater than or equal to 0.Will you use accounting software? Yes No I dont know What is the name of the software you use for bookkeeping?How much do you expect to make in gross income from the business annually?Please enter a number greater than or equal to 1.What industry is your business?Are the books up to date? Yes No How many employees?Please enter a number greater than or equal to 1.How many employees will you be onboarding on an immediate basis?Please enter a number greater than or equal to 1.This field is hidden when viewing the formAuditDo you have financial statements already completed? Yes No Which tax years must be audited?Please enter a number from 2002 to 2027.How quickly do you need the audit completed?What industry is your company in?What is the approximate gross revenue of the company each year?Please enter a number greater than or equal to 0.What is your monthly cash burn rate?Please enter a number greater than or equal to 0.How many employees do you have?Please enter a number greater than or equal to 0.If you have not done so already, can you please provide a few sentences to describe the questions you have or topics you wish to cover?LinkedinMax. file size: 2 GB.