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Number of Business(es):

Tax Entity Type (select all that apply):

Are you interested in tax planning and advisory services? (select all that apply):

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Business/Organization Name(s)

Year of Last Tax Filing

Please Describe Your Business (industry, size, etc.)

Primary Contact Name

Job Title

What is the biggest challenge or issue we can help you with?

How did you hear about DHA? (Referral, Google Search, Print Ad, etc.)

Name of referrer (If applicable)

Type of 1040 tax filing (select all that apply):

Do you need to file any additional returns? (select all that apply):

Are you interested in tax planning and advisory services? (select all that apply):

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Taxpayer Name

Spouse Name (If applicable)

Year of Last Tax Filing

What is the biggest challenge or issue we can help you with?

How did you hear about DHA? (Referral, Google Search, Print Ad, etc.)

Name of referrer (If applicable)

Number of Estate(s) or Trust(s):

Are you interested in tax planning and advisory services? (select all that apply):

Our firm is using more robust digital resources to help customize and strealine our customer experience. Is this something you would like to utilize?

Do you need to file any additional returns? (select all that apply):

Estate or Trust Name(s)

Primary Contact Name

Year of Last Tax Filing

What is the biggest challenge or issue we can help you with?

How did you hear about DHA? (Referral, Google Search, Print Ad, etc.)

Name of referrer (If applicable)