Business Readiness Assessment

Pre-Session Intake Form

Please complete this form before your session. Your answers help Char review your situation in advance so your 45 minutes together are focused and productive.

Your Information

Full Name *

Email Address *

About Your Business

Business Name *

Business Type / Industry *

How long has your LLC been active? *

Financial Picture

Current annual net profit (estimate) *

How do you currently pay yourself? *

Does your business have employees? *

Do you have a CPA or bookkeeper? *

Your Goals

What are your goals for the S-Corp election? *

Any specific questions or concerns you want addressed?

Optional — but the more you share, the more prepared Char will be.

Your information is kept confidential and used only to prepare for your session.