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Business Services Intake

Submit your information once. We’ll review it, confirm what’s needed, and send next steps.
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IMPORTANT NOTICE

This form is for business services intake only. Consulting and advisory services are not included. Pricing is confirmed after review. Work does not begin until your intake is approved and your invoice is paid.

Questions before you submit? Call us or message us.

What we can help with

  • Bookkeeping + monthly reporting
  • Payroll support (varies by pay schedule + team size)
  • Business tax returns (1065 / 1120 / 1120‑S)
  • Texas franchise tax + compliance
  • Entity formation (LLC filing + Operating Agreement + EIN)
  • Business Builder Blueprint (roadmap + systems)

What happens next

After we receive your intake, a team member will contact you within 1 business day to confirm details, request documents (if needed), and send your invoice with next steps and timeline.

Need help right now?

Call: 972‑573‑5743
Email: [email protected]
Location: 600 W 6th Street, 4th Floor Suite 476, Fort Worth, TX 76102

Business Intake Form

Get started by filling out the form below.

Business Strategy Consultation

Consultation Fee: $250

This session is reserved for business setup and strategy planning prior to ordering services. Payment is required via Stripe invoice before the scheduled call. This session is not for general questions or existing client support.