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Tax Strategist

Full Name *

Email *

State *

Phone *

Does your business have over 200k of annual gross receipts? *

Yes

No

No, but my W-2 did

Tax Strategy Interest

Do you a particular tax strategy in mind? *

Yes

No

If yes, could you specify the tax strategy?

Financial Information

What was your total tax liability for 2024? *

What was your gross income for 2024? *

Income Details

What is your primary source of income? (Select all that apply) *

W-2 Employee

Business Owner (Schedule C or LLC)

Partnership Income (Schedule K-1)

Real Estate Income (Rental/Passive)

Capital Gains (Stocks, Crypto, Real Estate Sales, etc.)

Trust/Estate Income

Other

If Other, please indicate source of income

Additional Information

Have you worked with a tax advisors before? *

Yes

No

If yes, we'd love to hear about your experience! What worked well, and what could have been done better?

Where did you hear about us?

Website
Social Media
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