Request an À La Carte Service

1. Contact Information

First Name*

Last Name*

Email Address*

Phone Number*

State of Residence*

Medical Specialty / Role*

2. Service Requested

One-Time Strategic Tax Plan (Starting at $8,500)

Reasonable Compensation Study ($1,500)

Focused Tax Consultation ($575 / 60 min)

Entity and S Corporation Advisory (Starting at $2,500)

Quarterly Estimated-Tax Planning ($2,500 / year)

Tax Notice Assistance

Multistate Physician Tax Review (Starting at $2,500)

Other Service Inquiry

4. Primary Tax Concern

Briefly describe the issue, question, or decision you would like us to address:*

5. Timing

When do you need assistance?*

Within two weeks

Within 30 days

Within 60–90 days

No immediate deadline

Specific deadline details (if applicable):

6. Current Professional Support

Do you currently work with a CPA or tax preparer?*

Yes

Are you looking for one-time or ongoing support?*

One-time service only

May consider ongoing advisory after this engagement

Unsure

7. Available Documents

Select all documents currently available for review:

Most recent personal tax return

Most recent business tax return

Current-year income and expense information

Payroll reports

IRS or state tax notice

Entity formation documents

Prior estimated-tax calculations

8. Engagement Readiness & Source

I understand and am prepared to proceed if the proposed scope and fee are appropriate.*

How did you hear about us?*

YouTube

Google or online search

Referral

Professional conference

Social media

Other

9. Goal & Expectations

What would make this engagement successful for you?

Request Received!

Thank you for submitting your request for Strategic Tax Plan. Stephen Lee, CPA and our team will review your information and follow up with you shortly.

Request an À La Carte Tax Service