First Name
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Last Name
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Email
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Phone
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Do you currently own a business?
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Yes
No
Approximate total federal income tax paid last year?
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Under $100K
$100K – $300K
$300K – $500K
$500K – $1M
Do you own investment real estate (not a primary residence)?
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Yes
No
What would you most like help with?
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Reducing my overall tax burden
Proactive, year-round tax planning
Reviewing prior years for missed tax-saving opportunities
Business or entity structure
Real estate tax strategy
Tax return preparation
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How are you currently handling your taxes?
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A CPA/accountant files my tax returns
My CPA/accountant provides some tax planning
I have a year-round tax strategy/advisory team
I handle my taxes myself
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