Tax Professional Fit Assessment

Interactive guide

Answer a few questions about your situation and the kind of relationship you want. You can see your results without providing contact information.

Your answers stay in your browser unless you later choose to submit information. Do not enter Social Security numbers, account numbers, or tax documents here.

What best describes you?

Choose the one that best describes your overall situation.

What are you looking for help with?

Choose all that apply. Most people have more than one reason for looking.

How complicated is your tax situation?

Use your own judgment. There is no wrong answer.

Fairly straightforwardSome complexityQuite complexI am not sure

Do any of these business situations apply to you?

Choose all that apply. If you are unsure how your business is taxed, select the last option instead of guessing.

No business or self-employmentI report self-employment or business income directly on my individual return (often Schedule C)I own an S corporation or receive a W-2 from a corporation I ownI own part of a partnership or LLC taxed as a partnership and receive a K-1I own a C corporation that files its own corporate income-tax returnI have more than one businessI have a business, but I am not sure how it is taxed

What do you expect from your tax professional?

Choose all that matter to you.

Prepare the return accuratelyAnswer questions during the yearProactively identify opportunitiesCoordinate with my financial advisor, attorney, payroll provider, or other professionalsHelp me make business tax decisionsRepresent me before the IRS or a state tax authority

How often would you like to interact?

Think about the relationship you want, not just the one you have now.

Mostly at tax timeA few times during the yearQuarterlyWhen important decisions arise

How do you feel about your current tax situation?

This helps distinguish routine preparation from advisory, representation, or specialized needs.

Request a staff review

Would you like us to review your situation?

The assessment works without giving us your contact information. If you would like a member of our staff to review your general situation, you may submit this form now. Your information will be stored in this WordPress site for staff review. FluentCRM synchronization will be added after the CRM/AWS connection is available.