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G3 ASSOCIATES
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Intake form
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Name
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Email address
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What type of service do you require?
Please select at least one option.
Accounting Services
Taxation Services
Bookkeeping Services
What is your business structure?
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Sole Proprietorship
Partnership
Corporation
LLC
Non-Profit
What is your estimated annual revenue?
How many transactions do you process monthly?
What accounting software do you currently use?
What is your preferred method of communication?
Please select at least one option.
Email
Phone
In-person
Video Call
Please describe any specific challenges you are facing with your accounting or taxation needs.
Which service or services are you interested in?
Please select at least one option.
Accounting services
Taxation services
Regular bookkeeping
Additional questions or comments
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