What We Do
Why Pick JMS
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TR Intake Form
Use this for all Tax Resolution prospect intakes.
Is Contact Already in ActiveCampaign?
Did you Update the ActiveCampaign Email?
You MUST update the ActiveCampaign email before submitting this form IF the contact provided a new email address and is already in ActiveCampaign.
What is the Email?
Must match ActiveCampaign if contact already in ActiveCampaign. If no email is provided, use Active Campaign email. If contact is NOT in Active Campaign and does NOT provide an email, use FirstNameLastName@noemail.com.
Is the Physical Address in ActiveCampaign Correct?
What is the Street Address?
What is the City?
What is the State? (Two Letter Abbreviation)
What is the Zip Code?
How did They Hear About Us?
Internet Referral (Yelp, Google My Business, Lawyer List, etc.)
What is the primary occupation or industry?
What is the Contact's Tax Profile?
Only pick BIZ/941 if the case involves either (1) PAYROLL/941, (2) SALES/CAT, or (3) 1120 CORPORATE TAX.
What is the Contact's First Name?
What is the Contact's Last Name?
What is the legal business name?
What is the Owner's First Name?
What is the Owner's Last Name?
What is the Primary Service Line the Contact Inquired About?
18 - 40
41 - 64
Yes - Separated
No - Never
No - Widow
No - Divorced
Rent or Own?
Total Tax Debt
Net Monthly Household Income
Type of Tax Debt
Individual Income Taxes (1040)
Self-employed Income Taxes (Schedule C)
Payroll Taxes (941 etc.)
IRS and OHIO
Does the Contact Already Have a Tax Planning & Compliance Deal?
Yes - Update Existing TPC Deal
No - Create New TPC Deal
Does the Contact Have Employees?
Is the Contact Involved in E-Commerce?
Is Contact Considering the Sale of a Business?
What Services is the Contact Interested in?
Tax Planning & Consulting
Tax Planning and Consulting is optimizing taxes, entity selection, tax implications of selling a business, restructuring a business for tax purposes, SPA/APA reviews, one-off projects, due diligence, etc. Tax Compliance is one-off preparation/filing of state/federal tax returns. Other is anything else that would not fall into one of the other categories. Even if a contact is interested in a subscription, if they have a specific project at hand (such as selling a business), you would likely choose tax planning and consulting.
Which Subscription Level?
Is Contact Interested in our Package e-Commerce/M&A Packages?
Tax Modeling and Planning
Tax Deal Consulting
One package is $5000, two packages are $8000, and three packages are $10000. DO NOT USE IF THE DEAL IS OVER $10M
Description of Services Requested
What Services Are Being Requested?
Fee Quote for Services?
Did Contact Want to Move Forward?
Yes - Send Payment Request
Did the Contact Choose to Move Forward?
Yes - Create Deal
No - Do Not Create Deal
TR Next Steps
The system will automatically mark the transaction once the 8821/TBOR-1 is finished and the IOL Call is Scheduled. Please make sure that you have sent the 8821/TBOR-1 for them to sign and that you have attempted to have them schedule the IOL Call.
If they are a non-email user (or request that we mail them the 8821), please select MAIL 8821. If they do not have an email, use the ActiveCampaign @noemail address for the Calendly call appointment.
No 8821 Needed
DO NOT SEND 8821/TBOR-1
***ONLY USE IF WE DON'T NEED THE 8821***
Detailed Intake Notes
Why Pick JMS
Where JMS Serves
What JMS Does
Why Pick JMS
JMS Learning Center