1. What best describes you?

Business owner / entrepreneur

Self-employed professional

Real estate investor

W-2 employee only

2. What's your approximate annual income (business + personal)?

Under $150K

$150K–$300K

$300K–$750K

$750K+

3. What did you roughly pay in taxes last year?

Under $30K

$30K–$75K

$75K–$150K

$150K+ / not sure

4. Do you currently have a proactive tax plan, or does your accountant just file?

Just files at tax time

Some planning, not much

I have a full strategy in place

I don't have an accountant

5. What's your biggest frustration right now?

Paying too much tax

No clarity on entity structure / deductions

Only hear from my accountant in April

Planning a big decision (sale, purchase, property)

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