Wise Tax Strategies

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 *

Annual Household Income *

Income source(s): (W-2, small business, investments, etc.) *

Occupation *

Relationship status *

If married, do you file your taxes jointly?

If yes, please provide your spouse's name

Spouse's Email

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 annual household income (for the first year only) in a tax plan that could save you up to 88% of what you pay in federal and state taxes? *

Thank you for starting this new journey with us. We are confident that you will be pleased with the experience. Any information provided in this form and any subsequent correspondence will be kept strictly confidential.