Full Name
*
Email Address
*
Phone Number
*
Have you worked with a CPA previously for premium tax planning services?
*
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
No elements found. Consider changing the search query.
List is empty.
Do you own or operate a medical practice or business ?
*
Yes - Solo practice
Yes - Group/Hospital-employed
No
No elements found. Consider changing the search query.
List is empty.
What’s your estimated annual income or revenue?
*
How much did you pay in taxes last year?
*
Which assets do you currently hold (Select all that apply) ?
*
Residential or investment real estate
Retirement accounts (401K, IRAs, Etc)
Investment accounts (Stocks, bonds, private equity)
Business equity
Crypto or other alternatives assets
No elements found. Consider changing the search query.
List is empty.
Tell us about your tax situation/needs:
*
SMS Consent
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.
Captcha
See How Much I Could Save Today