New Client Intake | RAMOT Consulting Group

How can we help?

Select the option that best describes what you're looking for.

🧾

Personal Tax Return

Individual or family tax preparation. We'll gather the details needed to prepare an accurate return and quote.

Get started →

🏢

Business Services

Bookkeeping, fractional CFO, transaction advisory, or other financial services for your business.

Get started →

Contact Information

Tell us a little about yourself. * Required fields

First Name *

Last Name *

Email *

Phone *

Street Address

City

State

ZIP

Preferred Contact

How did you hear about us?

Goals & Logistics

Last few details to help us prepare your quote. * Required fields

Who prepared your taxes last year?

Are you looking to switch preparers?

When do you need your return completed? *

Preferred Meeting Format

Anything else we should know?

Something went wrong. Please try again or email us at info@ramotconsultinggroup.com.

Tell us who we'll be working with. * Required fields

First Name *

Last Name *

Preferred Contact

How did you hear about us?

Please fill in all required fields before continuing.

Business Overview

Tell us about the business(es) we'll be working with. * Required fields

Legal Business Name

DBA (if applicable)

Entity Type

State of Formation

Year Founded

Industry

# of Owners

# of Employees

Use of Contractors?

Brief Business Description

Business Website * Put "N/A" if you don't have one

Services Needed

Select all that apply — we'll scope accordingly. * Select at least one

Accounting & Compliance

Strategic Finance

Transaction Advisory

Due Diligence Quality of Earnings Deal Structuring Post-Transaction Integration

What's driving the need right now?

Financial Complexity

This helps us scope the engagement accurately. * Required fields

Annual Revenue (approx.) *

Monthly Transaction Volume

# of Bank/CC Accounts

# of Legal Entities

Current Accounting Software *

How current are your books? *

Complexity Factors (select all that apply)

Multi-state operations International activity Inventory / COGS E-commerce Equity compensation Real estate holdings Intercompany transactions Outside investors / lenders

Goals & Logistics

Final details to help us prepare your proposal. * Required fields

What outcomes are you looking for?

Target Start Date *

Monthly Budget Range *

Current CPA / Accountant?

Current Attorney?

Are you replacing a current provider?

Preferred Discovery Call Format *

Anything else we should know?

Something went wrong. Please try again or email us at info@ramotconsultinggroup.com.

Personal Tax Return

Business Services

Thank you!