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HVAC
Plumbing
Roofing
Electrical
Pest Control
Landscaping
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How many employees do you have?
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6-15
16-50
50+
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What’s your estimated annual revenue?
Annual revenue
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$1M - $3M
$3M - $5M
$5M+
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Are you structured as an LLC, S-Corp, or C-Corp?
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S-Corp
C-Corp
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Have you ever worked with a tax strategist before?
Tax Strategist
No, I’ve only used a CPA
Yes, but looking for better strategies
Yes, actively using tax-saving strategies
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