Referral Intake (Live)

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This form helps us understand your needs. No need for perfect answers, just do the best you can. Form must be completed in one session.

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Lead Capture

Email *

First (or preferred) name *

Last name *

Would you like to receive appointment notifications or customer support responses from us via text messages from us? Messages

Yes, I agree to receive text messages from Brevenu LLC

No, I do not wish to receive text messages from Brevenu LLC

Message frequency varies Message and data rates may apply. Reply STOP or CANCEL to opt-out at any time, or HELP for assistance. For support, contact us at 202-750-9243, 267-424-2227. See our Privacy Notice for more.

Phone number

Do you have an optional secondary contact (such as an assistant, co-founder, spouse, etc)

Yes

No

Optional contact email

Optional contact first name

Optional contact last name

Services

Are you inquiring about our support for business matters, for personal matters, or for both? *

Business

Personal

Both

For more information, check out our services page.

Individual

Did we prepare your most recent individual filing? *

Yes – Brevenu prepared my most recent annual filing

No – My most recent annual filing was not prepared by Brevenu

Which individual tax compliance preparations do you need support for? (Select all that apply) *

The current/upcoming tax year

Previous tax year(s) that are currently not yet filed

Amending/correcting previously filed returns

I need help with something else

What is your primary state of residence? * AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Who of the following makes up your household? (Select all that apply) *

Myself

A spouse

A child/children

A live-in Relative(s) that I financially support

Do you or anyone in your household generate any income from self-employment, real estate rental, property sales, or gig work? *

No – I do not have any of these types of income

Yes – I have income from these types of activities

I’m not sure

Are you interested in a free IRS Check-up? *

Yes – I’d like to know what the IRS sees under my account

No – I’m not interested in this at the moment

Business

Are we already aware of your business activities? *

Yes – I am an existing client

No – I am a prospective client

What is the business name? If more than one business, enter the number. *

What is the business’s website, if applicable

What is the business’s Instagram handle, if applicable

Annual gross business income? (Type in a value or best estimate) *

$

What is the business’s industry, product, or service? *

What is the primary state of operation for the business? * AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

What is the legal/tax structure of the business? *

Sole Proprietorship

LLC

S-Corp

C-Corp

Partnership

Non-Profit

Unincorporated Association

I’m not sure

Do you know how the LLC is taxed? *

It’s taxed on my Form 1040: Schedule C

It’s taxed as a C-Corp

It’s taxed as a S-Corp

I’m not sure

How many individuals/entities own greater than 20%? *

1 – I own 100%

2 – Myself and one other

3 or more

I’m not sure

Do you need to clean up your financial records? *

No – The records are up-to-date within Quickbooks Online

No – The records are up-to-date in a system other than Quickbooks Online

Yes – Quickbooks Online is used but needs some catch-up or clean up

Yes – The finances are currently managed in Excel or need to be straightened out

Think about the most recent month you had documented account reconciliations or the most recent tax year supported by financial statements.

Are you looking for support with migrating into Quickbooks from a different software? *

Yes – We are interested in moving away from our current accounting system and would like to use Quickbooks Online

No – We prefer to continuing to use our non-Quickbooks accounting system for now

Where does your financial operations and compliance guidance currently come from? (Select all that apply) *

From a CPA or CPA firm

From a bookkeeper or bookkeeping firm

From a financial advisor or consultant

From a tax preparer

Self-performed research

Are you interested in any monthly Add-on support for your business? (Select all that apply) *

Invoicing Customers

Paying Vendors

eCommerce/Basic Inventory Tracking

Recurring Check-ins

Payroll

Budget Tracking

Report Presentation

Project/Job Order Tracking

Managing Receipts

Modified-Accrual Basis Accounting

Fundraising/Investor Support

Basic Cash Forecasting

Something Else

For more information, check out our services page.

Are you current on your business taxes (income tax, payroll tax, sales and use tax)? *

Yes – These are all current

Nope – I’m behind on filings by a year or more

I’m not sure

Comments and Close

Use this space to share more with us about your situation, your concerns or curiosities, or specific tasks you need help with.

How did you find us?

Let us know who to thank for the referral

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See our Terms of Service and Privacy Notice for more information.

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