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BOOK A DISCOVERY CALL

Let's Book Your Discovery Call

I'm so glad that you have chosen to do a Discovery Call with us! Complete the form below, and let's get started.

Please note: Your Discovery Call fee can be credited to services booked with Serenity Financial (credit must be used within 3 days of receiving your quote)

First Name

Last Name

Phone

What services are you interested in hearing more about? (Check all that apply.)

Business Formation

Tax Preparation

Tax Planning

Bookkeeping

Key Persona Life Insurance

Wealth Management

Tax Season Support

Business Name

How did you hear about us? If you were referred to me, please let me know who so that I can thank them.

Are you the primary contact person for the business? Do you have business partners? If so, please provide their names + emails.

How long hve you been in business?

Less than a year

1-3 years

3-5 years

5+ years

What is your current annual revenue?

Under $100K

$100K - $250K

$250K+

I'm not sure.

What's your business entity type?

Sole Proprietor/Single-Member LLC

LLC/Multi-Member LLC

S-Corp

C-Corp

Partnership

I don't have a business setup yet.

What type of business do you have? (Marketing agency, E-commerce online store, Consulting Firm, etc.)

When was the last year you filed your taxes?

What state is your business is your business operating/registered? (We help clients all over the U.S.)

Please provide a brief description of your business. (Include details like why you started and the clients or customers you serve.)

Tell me about your needs.

What challenges are you currently facing regarding your business finances? Be as detailed as possible so that we can discuss your concerns on our discovery call.

Ready to
Work Together?

Speak to Abby Joseph, Expert Tax Strategist for businesses and retail traders.

LET'S TALK

Contact Our Team

Serenity Financial Services
E: Abby@SerenityFSGroup.com

P: 656-201-4729

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