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Which best describes your relationship with Beyond Borders Tax & Advisory?

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Are you familiar with the types of clients that we work with and our pricing structure?

Our best clients are growth-minded founders and professionals, whether American or European, often running multistate U.S. operations. They’re organized, responsive, and value clear guidance. They may be individuals or owners with complex finances who want a tax advisor to manage compliance and support growth. If this sounds like you, go ahead and tell us a bit more about yourself!

To get more information on the types of services we offer, please visit our Services page.

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I need help as a(n):

Why are you interested in working with Beyond Borders Tax & Advisory?

Is this your first time filing a tax return for yourself?

Are you comfortable with uploading your previously filed tax returns for my review?

Please select what is most important to you when selecting a tax/accounting professional.

Please describe your tax situation. (Be as thorough as possible).

Not the right fit? That’s completely okay. If you don’t feel aligned with our services, please still submit the form to help us close the loop gracefully and ensure we don’t follow up unnecessarily. We truly appreciate your time!

Have you used a CPA or tax professional before?

Are you comfortable with uploading your previously filed tax returns for my review?

Please select what is most important to you when selecting a tax/accounting professional.

Please describe your tax situation. (Be as thorough as possible).

What did you not like about them? (Multiple answers are okay)

Please select what is most important to you when selecting a tax/accounting professional.

Please describe your tax situation. (Be as thorough as possible).

Please select what is most important to you when selecting a tax/accounting professional.

Please describe your tax situation. (Be as thorough as possible).

Why are you interested in working with Beyond Borders Tax & Advisory?

What entity type is your business?

Does your business have an operating or partnership agreement?

What do you use to keep track of the accounting for your business?

We don’t think our services are the best fit for your needs right now, but we truly appreciate the time you’ve taken to reach out.

Who handles your accounting?

Are you open to allowing an accountant to manage your books?

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What is your business’ estimated gross revenue (income before expenses) for the year?

How many employees do you have?

What industry are you in?

Please describe your tax situation. (Be as thorough as possible).

At the moment, we’re not taking on clients in your industry. But we truly appreciate the time you’ve taken to reach out.

What is your business’ estimated gross revenue (income before expenses) for the year?

How many employees do you have?

What industry are you in?

At the moment, we’re not taking on clients in your industry. But we truly appreciate the time you’ve taken to reach out.

Please describe your tax situation. (Be as thorough as possible).