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Full Name
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Email Address
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Phone Number
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Have you worked with a CPA previously for premium tax planning services?
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Yes, I’ve worked with a CPA before for advanced strategies
Yes, but only for basic compliance
No, I’ve only filed taxes myself
No, but I’m ready to work with one
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What's your medical specialty ?
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Do you own or operate a medical practice or business ?
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Yes - Solo practice
Yes - Group/Hospital-employed
No
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What’s your estimated annual income or revenue?
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How much did you pay in taxes last year?
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Which assets do you currently hold (Select all that apply) ?
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Residential or investment real estate
Retirement accounts (401K, IRAs, Etc)
Investment accounts (Stocks, bonds, private equity)
Business equity
Crypto or other alternatives assets
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