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Last Name
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Business Concerns (if applicable):
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Inconsistent or unpredictable cash flow
Personal and business finances are not fully separated
Lack of a formal budget or financial forecasts
Key financial metrics
Tax planning is reactive rather than proactive
Potentially missing out on eligible deductions or tax credits
Uncertainty around the most appropriate business entity structure
Incomplete or inconsistent bookkeeping
No system in place for setting aside or planning for estimated taxes
Not adequately prepared for securing financing or investor conversations
Business is scaling without a corresponding tax or financial strategy
No clear exit, succession, or long-term financial transition plan in place
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