DLB Consulting Group
Client Intake Forms
Already paid? Great — please complete the intake form for your service below so Dawn can begin your work right away.
LLC & Business Formation
For clients who have purchased LLC formation, S-Corp, C-Corp, Sole Proprietorship, or Partnership services.
Already Have an LLC?
Request a review for website support, operating agreements, virtual address, phone service, or other post-incorporation needs.
Nonprofit / 501(c)(3) Formation
For clients pursuing nonprofit formation, 501(c)(3) tax-exempt status, church setup, or tax-exempt filing assistance.
Already Incorporated as a Nonprofit?
Request review for grants, governance, operations, website support, virtual address, phone service, and other nonprofit needs.
Tax Preparation
For individuals and small businesses needing professional tax preparation, including W-2s, 1099s, self-employment income, and prior year returns. Dawn will review your documents and prepare a complete, accurate return.
Business Plan Intake
Share your business goals, market, and funding needs so DLB can prepare a tailored business plan.
Seminar / Workshop Intake
For clients who have booked or are interested in booking a seminar or workshop with Dawn. Complete this form so Dawn can prepare the most impactful experience for your group.
⭐ Service Selector
Not sure which form to fill out? Use our à la carte service selector to check off exactly what you need, see a live running total, and submit one intake that covers everything.