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Name
Email
Phone Number
State of Residence
Business Name (if applicable)
Website or Social Media (optional)
Which best describes your primary source of income?
What was your total approximate income last year?
What is your projected income for this year?
Do you currently work with a CPA or tax preparer?
Do you feel confident you are minimizing your tax liability legally?
Do you feel confident you are minimizing your tax
liability legally?
Has your current CPA proactively presented advanced tax-saving strategies this year?
Has your current CPA proactively presented
advanced tax-saving strategies this year?
Approximately how much did you pay in total federal+state taxes last year?
Approximately how much did you pay in total
federal+state taxes last year?
What is your biggest frustration with your current tax situation?
What is your biggest frustration with your
current tax situation?
Which areas are you most interested in improving?
If we identified significant legal tax savings for you, would you be prepared to implement a strategy within 30 days?
If we identified significant legal tax savings
for you, would you be prepared to implement a
strategy within 30 days?
Are you willing to invest in strategic tax planning if it produces a strong ROI?
Are you willing to invest in strategic tax planning
if it produces a strong ROI?
We work primarily with wealth-oriented business owners earning $250,000+ annually who are serious about proactive
tax strategy. Does this describe you?
We work primarily with wealth-oriented business
owners earning $250,000+ annually who are serious
about proactive tax strategy. Does this describe you?
Anything else you want us to know?
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