Tax Savings Plan & Estimator

Please complete the below information so we can help you estimate and maximize tax savings!

First Name *

Last Name *

Email *

Phone *

What is the Best Time to Contact You? *

Morning (8am-11am)

Lunch (11am-2pm)

Afternoon (2pm-5pm)

Evening (5pm-8pm)

What time zone are you in? *

Eastern

Central

Pacific

Mountain

What is your yearly total business income?

$0 - $75k

$75k - $125k

$125k - $1 Million

$1 Million+

What is your yearly net profit? (after business expenses) *

If applicable, what is your W2 income? *

Tell us about your business: *

What state are you in? *

For hiring kids & other deductions. How many children do you have? and their age(s)? *

Do you own rental properties? *

Yes

What's your main struggle with Tax Professionals / CPAs?* *

Lack of Communication

Not Sure They're Saving Me Money

They Don't Listen to New Ideas

Other

Other Struggles with Tax Professionals / CPAs?

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