Full Name
*
Email
*
State
*
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
Referral
Webinar/Event
Other
No elements found. Consider changing the search query.
List is empty.
Confirmation
Is there anything else you'd like us to know about your tax planning needs?