Tax Saving Strategies
for High W-2 & 1099 Earners

Please complete the form below.

How did you hear about us? *

Full Name *

Street Address *

City *

State *

Postal code *

Phone *

Email Address *

Occupation *

Yearly Income (from all sources) *

Primary Income source *

Relationship status *

If married, do you file your taxes jointly?

If yes, please provide your spouse's name

If yes, please provide your spouse's email

Spouse's Yearly Income (if you file taxes jointly)

Do you currently operate a business entity? *

Type of Business Entity

Are you currently operating a nonprofit organization? *

Are you willing to invest 10% plus fees of your yearly income (for the first year only) in a tax plan that could save you on average 50% of what you previously paid in federal and state taxes? *

Thank you for taking the first step with us. We look forward to providing you with an exceptional experience. Please be assured that all information you have shared in this form, as well as any future communications, will be kept completely confidential.