FirmLaunch

Section 1: Professional Credentials

Do you hold an active CPA, EA, or other tax license?

CPA

EA

Other

How many years of experience do you have in tax, accounting, or finance?

What’s the highest level of education you’ve completed?

Where are you currently based?

Section 2: Firm History + Intent

Have you started your own firm before?

Have you ever bought an accounting or tax firm (or book of business)?

Have you seriously considered buying a firm in the past?

Have you sent an LOI to a seller before?

If you have sent an LOI, what was the purchase price? (optional)

Section 3: Employment + Financial Readiness

Are you currently employed?

If employed, who is your current employer? This is 100% confidential, we will not reach out. (optional)

If self-employed, how much is your annual revenue? (optional)

If self-employed, describe your biggest pain points in owning your firm? (optional)

Which best describes your financial situation? (This helps us gauge fit and recommend the right structure.)

Section 4: Final Details

What’s your full name?

Email address

Phone number

LinkedIn profile or website (optional)

Best time to reach you

FirmLaunch Application