The CPA Group, PC - Submit Form

Full Name*

Email*

Phone Number*

Business Name (if already established)

What type of business entity are you interested in forming?*

Sole Proprietorship - I am looking to start a business owned and operated by one person without forming a corporation.

Partnership - I plan to establish a business owned by two or more individuals who will share profits and liabilities.

Limited Liability Company (LLC) - I am interested in a flexible business structure that offers personal liability protection.

Corporation - I want to create a separate legal entity with shareholders, directors, and officers.

Undecided - I need guidance to determine the best type of entity for my business.

Nonprofit Corporation - I am looking to establish a charitable, educational, scientific, or social cause-oriented entity that qualifies for tax-exempt status.

Have you already started the business formation process?*

Yes

No

What are the primary goals and objectives for your business?*

Please describe the nature of your business operations or business idea.*

What specific legal services are you seeking?*

Business Formation - LLC, Corporation, Partnership, Nonprofit, etc.

Compliance and Reporting - Annual reports, tax filings, regulatory compliance, etc.

Contracts and Agreements - Drafting, reviewing, and negotiating contracts, NDAs, etc.

Employment Law - Employee contracts, handbooks, dispute resolution, etc.

Intellectual Property - Trademarks, patents, copyrights, licensing agreements, etc.

Real Estate - Lease agreements, property transactions, zoning compliance, etc.

Mergers and Acquisitions - Due diligence, deal structuring, post-merger integration, etc.

Litigation and Disputes - Representation in court, arbitration, mediation, etc.

Estate Planning - Wills, trusts, succession planning, etc.

Legal Consultation and Advice - General legal advisory, risk assessment, legal strategy, etc.

Do you have any existing legal documents or contracts that need review?*

Yes

No

Will your business have multiple owners or investors?*

Sole Proprietorship - I am the only owner and there are no other investors.

Partnership - There will be multiple owners but no external investors.

Multi-Member LLC/Corporation - There are multiple owners and potentially external investors as well.

Single-Member LLC with Investors - I am the sole owner, but there will be external investors.

No, but planning to add more owners/investors in the future - Currently a sole proprietorship, with plans to expand ownership.

Undecided - I'm still considering options for ownership and investment in the business.

In which state(s) will your business be operating?*

Are you planning to operate internationally?*

Yes

No

Potentially

What is your timeline for requiring legal services?*

ASAP - I have an urgent matter that requires immediate attention.

Within the next week - I'm looking to move quickly and need assistance soon.

Within the next month - I have some flexibility but would like to start the process soon.

1 to 3 months - I'm planning ahead and have a specific timeframe in mind.

3 to 6 months - I'm in the early stages and would like to schedule services for the future.

No specific timeline - I'm gathering information and not ready to proceed just yet.

Are there any urgent legal matters that need immediate attention?

Do you have a budget in mind for legal services?*

Under $500 - I am looking for basic services or guidance.

$500 - $1,000 - I need limited legal assistance with specific tasks.

$1,000 - $2,500 - I am anticipating a moderate level of legal support.

$2,500 - $5,000 - I am seeking comprehensive legal services for multiple needs.

$5,000 - $10,000 - I have complex legal requirements or a larger project.

Over $10,000 - I am prepared to invest in extensive legal counsel for my business.

Not sure - I would like to discuss this with the lawyer to understand the costs better.

How would you prefer to communicate with your professional?*

Email - I prefer written communication that I can review at my own pace.

Phone Call - I'd like the immediacy of a conversation and the ability to discuss matters quickly.

Video Call (e.g., Zoom, Facetime) - I appreciate face-to-face interaction without the need for travel.

In-Person Meeting - I value the personal touch of meeting directly with my lawyer.

Secure Messaging Platform (e.g., client portal) - I want a secure and organized way to communicate.

Mail - I require documentation or communication in a traditional format.

Please provide any other information or questions you have that will help us understand your legal needs.

Who is you primary professional contact within The CPA Group?*

Steven Harner, CPA

Kurt Krueger, CPA

Gary Shaffer, CPA

Gene Wallace, CPA

Dawnata Hopkins, CPA

Alisha Merritt, CPA

Jade Harner

Other

Attorney Referral Intake