Hello world! – 2026 McFadden Accounting

01 · Who you are

So we know who’s calling and where to reach you.

First name*

Last name*

Email*

Phone*

Business name

02 · Where you stand

This is how we route your call to the right strategist and skip the obvious questions.

Business structure*

Annual revenue*

Under $150K $150K – $500K $500K – $1M $1M – $5M $5M+

Which sounds most like you right now?* Pick one

Segment 01

I'm drowning in the financial side of things.

Books are a mess, taxes stress me out, I need someone to take the wheel.

Segment 02

I have an active IRS issue.

Unfiled returns, tax debt, notices, or audit risk — and I need it resolved.

Segment 03

I'm profitable and ready for real strategy.

S‑Corp or multi‑entity. Overpaying tax. Want structure and optimization.

Open

Something else — let’s talk.

Tell us in the notes at the end.

IRS situation*

No IRS issues Unfiled returns Tax debt under $10K Tax debt $10K+ Notice / audit letter

Current accounting setup

DIY / spreadsheets Bookkeeper only CPA at tax time only In‑house staff Nothing in place

Bookkeeping status

Up to date Behind 1–3 months Behind 6+ months Never been kept

03 · What you want

Last bit. Tell us what you’re after and when.

Your #1 financial priority right now* 1–2 sentences

Timeline to engage*

Ready now Within 30 days Next 90 days Just exploring

Anything else we should know?

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