Rom Neidhardt, CPA - Contact Us

How can we help?(Required)

Personal Taxes

Business Taxes

Just a few questions

I'm exploring how a CPA could help me

How is your business organized?(Required)

Sole Proprietorship - Schedule C

Partnership - Form 1065

S-Corp - Form 1120S

C-Corp - Form 1120

Non-Profit - Form 990

New Business - I need help deciding on a structure!

Sole Proprietorships are filed on Form 1040 Schedule C. To provide an accurate estimate, I'll ask a few questions that will apply to your personal Form 1040. To start, do you have dependent children?(Required)

Yes

No

Which questions below apply?(Required)

Have you recently experienced any financial changes (e.g., job change, inheritance, or large purchases) that might affect your taxes?

Do you need guidance on maximizing deductions or credits for this year?

Are you interested in finding ways to lower your tax liability or plan for next year’s taxes?

Do you have questions about estimated tax payments or avoiding penalties?

Are you worried about any potential issues with the IRS, such as notices or audits?

Do you need help understanding the tax implications of something specific (e.g., selling an asset, withdrawing retirement funds)?

Do you need advice on navigating complex financial situations, like stock options, rental property, or side income?

Are you unsure if a major financial decision (e.g., selling property, starting a side business) will have tax implications?

Other

If other, please provide a description:

Have you previously worked with a CPA, or is this your first time seeking tax advice?(Required)

Yes, I’ve worked with a CPA before

No, this is my first time

Are you married (including common law) or single?(Required)

Married

Single

Do you have dependent children?(Required)

Yes

No

Did you own your home and pay mortgage interest in 2024?(Required)

Yes

No

Did you have high medical expenses in 2024 (exceeding 7.5% of AGI)?(Required)

Yes

No

Do you own one or more rental properties which generate income?(Required)

Yes

No

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Schedule E Amount

How many partners?(Required)

Please enter a number from 1 to 99.

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Schedule K-1 1065 Amount

How many shareholders?(Required)

Please enter a number from 1 to 99.

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Schedule K-1 1120S Amount

How many business owners/partners?(Required)

Please enter a number from 1 to 99.

What’s the most important thing you hope to achieve by speaking with a CPA?(Required)

Avoiding mistakes

Saving money on taxes

Clarifying confusion about tax laws

Other

If other, please provide a description:

How many separate businesses do you operate either as a 1099 contractor or as a sole proprietorship on Schedule C?(Required)

Please enter a number from 0 to 99.

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Schedule C Amount

Name(Required)

First Last

Email(Required)

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Personal Tax Total Fee

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Business Tax Total Fee

Name

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