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RM Accounting & Tax

Get a custom scope & quote

Answer a few questions and our team will come back with a clear proposal — no obligation, no guesswork.

~3 minutes

No commitment required

Response within 1 business day

1 Services

2 About You

3 Details

4 Wrap Up

Step 1 of 4

Which services are you exploring?

Select all that apply — we'll only ask relevant questions.

Bookkeeping

Monthly books, reconciliations, clean-up & catch-up.

Tax

Returns, planning, IRS representation & back taxes.

CFO & Advisory

Forecasting, strategy, KPIs & financial modeling.

Ad Hoc Consulting

One-time questions, second opinions & quick-turn guidance.

Please select at least one service.

Tell us about you

Just the basics so we know who we're working with.

First Name *

Last Name *

Email *

Phone

Business Name (if applicable)

Entity Type

Industry (if business)

Annual Revenue / Income

Please fill in your name and a valid email.

A few details about the work

Only showing questions for what you selected.

Bookkeeping

Current bookkeeping situation

No books yet Behind / need catch-up Current, want help Switching providers

Avg monthly transactions

Accounting software

Add-ons needed (check all that apply)

Accounts Receivable Accounts Payable Sales tax filings 1099 prep & filing Inventory tracking Multi-entity

Tax

What kind of tax help? (check all that apply)

Individual return (1040) Business return Tax planning & strategy Back / unfiled returns Amend a prior return IRS representation Quarterly estimated taxes Entity election (S-Corp etc.)

Income sources (check all that apply)

W-2 wages 1099 / Self-employed Business / K-1 Rental property Investments / capital gains Crypto Foreign income Retirement / SS

Multi-state filings?

IRS status

CFO & Advisory

Goals (check all that apply)

Cash flow management Forecasting & budgeting Profitability analysis KPI dashboards Financial modeling Fundraising prep Exit planning Board / investor reporting

# of employees

Engagement style

Ad Hoc Consulting

What do you need help with? (check all that apply)

One-time strategy session Second opinion Investor or lender prep Specific tax / financial question Document or return review Other

Almost done

A few last things to help us respond with the right level of detail.

Timeline / urgency

Budget range (optional)

Preferred contact method

Best time to reach you

Anything else we should know?

How did you hear about us? (optional)

We've got it — thank you.

Klea will review your details and follow up within 1 business day with a tailored scope. Want to talk sooner?

Book a free 15-min consultation