Tax Savings Assessment

This short assessment helps uncover where high earners and business owners may be losing money to taxes—and what can be done about it.

1. Which best describes your situation? *

I’m making good money but still feel like I’m paying way too much in taxes

I own a business and have no real tax strategy in place

I have both business income and high personal income and feel like something is off

2. What is your approximate annual income or profit? *

Under $100K

$100K–$250K

$250K–$500K

$500K+

3. If you own a business, how much PROFIT did it generate last year? *

Less than $60K

$60K–$150K

$150K–$300K

$300K+

Not applicable

4. Which of the following apply to you? (Select all) *

Business owner

Real estate investor

Stock / crypto investor

Multiple income streams

W-2 only

5. What type of tax setup do you currently have? *

I file myself

I use a basic tax preparer

I work with a CPA (not proactive)

I already have a tax strategist

6. How do you feel about the amount you paid in taxes last year? *

I’m fine with it

I think I overpaid

I KNOW I overpaid

I owed way more than expected

7. What is your biggest frustration right now?

Writing big checks to the IRS

Not knowing what I can legally write off

Feeling like I’m missing opportunities

No clear tax strategy at all

8. Which best describes your mindset?

I want the cheapest option

I’ll invest if it saves me money

I want premium strategy to build wealth

9. If you had a real tax strategy in place… what would that mean for you? *

Keeping more money each year

Having clarity and control

Actually building wealth instead of losing it to taxes

All of the above

10. How soon are you looking to implement a tax strategy? *

I would move forward immediately

I would strongly consider it

I would need more time

I’m just exploring

11. Bonus: Briefly describe your situation and what you’re hoping to fix?

First Name *

Last Name *

Email *

Your Business Name

Phone *

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