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Jones Accounting Group, LLC. Strategic Tax Advisory and Preparation
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Let's Understand Your Tax & Financial Needs

This assessment helps Jones Accounting Group understand your situation and determine the appropriate next step. It takes a few minutes and there is no obligation.

Reviewed by Saafir MalikIRS Enrolled Agent with 20+ years in tax strategy
Kept confidentialUsed only to review your situation
A clear next stepWe confirm the right path and schedule a consultation

Question 1

This isn't a tax return or financial application. We only need a high level picture of where you are today. Exact numbers aren't necessary.

What best describes you?

What brought you to Jones Accounting Group?

Select all that apply.

What is your approximate household income?

Which of these apply to you?

Select all that apply.

How are you currently handling tax planning?

How is your business currently structured?

What is the approximate annual business revenue?

What does your current financial setup look like?

Select all that apply.

What are you trying to accomplish?

Select all that apply.

Where are you in the process?

Do you already have a business entity?

What help are you looking for?

Select all that apply.

When was your most recent tax return filed?

Do you currently work with a tax or accounting professional?

Is anything time sensitive happening right now?

Select all that apply.

What would make working with Jones Accounting Group valuable to you?

Where should Saafir reach you?

We do not ask for financial documents, Social Security numbers or tax identification numbers at this stage.