The SMB Tax Strategy Solution

We are excited that you are interested in becoming THE next Tax Strategy Expert! Please answer a few questions so we can get to know you better!

Name *

Email *

How long have you been a firm owner?

Less than one year

1-3 years

More than 3 years

I do not own a firm

How many employees do you have?

Solo (just me)

2-4

5-10

More than 10

How many clients do you serve?

Less than 50

50-150

151-500

More than 500

Do you currently offer tax planning as a service?

Yes

No

What is the number one problem that you need to solve at your firm?

What is the biggest challenge you face with tax planning and tax strategy?

How did you hear about us?

Online Search

Facebook

Instagram

Profitable Lifestyle Firm Summit

Referred by a friend or colleague (enter name below)

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Contact us at [email protected] with any questions!