Which of these best describe you? (check all that apply)*

Income < $100kIncome between $100k - $150kIncome between $150k - $250k per yearIncome between $250k - $500k per yearIncome >$500k per yearHigh Net Worth Individual (>$5MM Net Worth)

Which of the following services are you interested in? *

Tax PreparationTax Planning & StrategyAccounting System Set-UpMonthly AccountingBook KeepingPeer Review

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