Full Name
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What is your primary source of income?
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Business Income
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High W2
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What industry is your business in?
How many business tax returns will you file for 2024? (S-Corps, Partnerships, C-Corps)
What was your total gross business revenue for 2024?
What was your total net business income for 2024?
How much do you expect to pay in federal taxes for 2024?
Do you expect your income to increase, decrease, or stay the same in 2025?
Which of our services would be most valuable to you?
What is your estimated total annual w2 income for 2025, including salary, RSUs, bonuses, commissions, etc.? (If married, please provide the joint estimate):
Do you expect to report any additional income on your 2025 tax return (e.g., investment income, K-1 distributions, 1099’s, rental income)? If so, please provide details and estimates
Which of our offerings would be most valuable to you?
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