At ZATEGIC, financial cleanup is not approached as basic bookkeeping. Each engagement is treated as a structured financial reconstruction process designed to ensure your financial records are accurate, compliant, and properly aligned for operational clarity, tax positioning, and long-term growth.

This assessment allows our advisory team to evaluate your current financial condition, determine the level of cleanup or reconstruction required, and identify the most appropriate engagement scope for your situation.

The form typically takes approximately 10–15 minutes to complete. For the best experience, we recommend completing this assessment on a laptop or desktop device.

Please answer each question as accurately and thoroughly as possible. The level of detail you provide will directly impact the quality of preliminary recommendations.

All responses are reviewed confidentially by the ZATEGIC Advisory Team and are used solely for internal evaluation, consultation preparation, and service recommendation purposes.

Following review, you will receive next-step instructions, including how to schedule your call.

Let’s begin with your contact details so we can properly process your submission, communicate with you, and provide next steps following our review.

This section helps us understand your geographic location and any jurisdictional factors that may impact your financial structure, tax considerations, or compliance requirements.

Please let us know how you found ZATEGIC. This information is used for internal tracking, outreach optimization, and relationship acknowledgment purposes only.

This section provides a high-level overview of your current financial and income profile. Your responses help us understand how you generate income, the number of financial activities involved, and the overall complexity of your financial situation.

If applicable, this section allows us to evaluate your business structure, operational setup, and financial profile. This includes entity structure, revenue levels, payroll activity, and how your business is currently managed.

This section focuses on the current state of your financial records and bookkeeping. Your responses help us assess how far behind your records may be, the volume of financial activity, and the level of cleanup or reconstruction required.

This section helps us determine the availability and condition of your financial records and supporting documentation. This allows us to evaluate whether your situation requires standard cleanup or more advanced reconstruction due to missing or incomplete records.

This section helps us determine the availability and condition of your financial records and supporting documentation. This allows us to evaluate whether your situation requires standard cleanup or more advanced reconstruction due to missing or incomplete records.

This section helps us understand your objectives, timeline, and overall readiness to move forward. Your responses allow us to align our recommendations with your goals and determine the most appropriate next steps.

Please provide any additional context that may be helpful for our review. You will also be asked to review and acknowledge the terms associated with this assessment before submitting your responses.

ACKNOWLEDGMENT AND CONSENT

I understand that ZATEGIC provides strategic advisory services designed to evaluate and improve various aspects of my tax, bookkeeping, compliance, and financial organization matters.

I acknowledge that this audit form is submitted for evaluation and consultation preparation purposes only and will be used by the ZATEGIC advisory team to assess my current position and develop preliminary recommendations.

I consent to being contacted by ZATEGIC regarding my tax, bookkeeping, compliance, and related business or financial objectives.

I acknowledge that this audit, along with any related consultation, is provided for informational and advisory purposes only and does not establish an attorney-client relationship, CPA-client relationship, enrolled agent representation, tax preparer-client relationship, financial advisory relationship, or any other fiduciary relationship unless and until a separate written engagement agreement is executed.

I understand that any implementation services, tax return preparation, bookkeeping services, IRS or state representation, or other professional services will only be performed pursuant to a separate written service agreement executed between myself and ZATEGIC.

I agree that ZATEGIC may use the information provided in this audit solely for internal evaluation, consultation preparation, and service recommendation purposes.

I authorize ZATEGIC to contact me regarding next steps, recommendations, and potential services relevant to my tax, bookkeeping, compliance, and strategic planning needs.

I acknowledge that results are not guaranteed and are dependent on multiple factors, including, but not limited to, the accuracy and completeness of information provided, timely implementation, tax law changes, agency processing, and my overall financial and operational circumstances.

I confirm that the information provided is accurate to the best of my knowledge and understand that incomplete or inaccurate information may impact the quality of any recommendations provided.

By typing your name above, you acknowledge and agree that this constitutes your electronic signature.