Ready to Stop Overpaying Taxes? Complete this brief survey to help us understand your needs and prepare for your free discovery consultation

First Name *

Last Name *

Email *

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (470) 823-7860 for assistance. You can reply STOP to unsubscribe at any time.

Tell us how you heard about us? *

Which Podcast? *

Who referred us?

Which network?

Please provide any additional detail on this source

List each source of income between you and your spouse *

What is the amount and/or estimated NET profit from each source? *

How may you expect your income sources and amounts may change in the next 2 years?

Do you invest in real estate? *

Yes

Real Estate Portfolio

Do any of these attributes apply to your real estate investments?

I or my spouse have real estate professional tax status

I have short term rentals

List every rental you may have, the purchase price, purchase year and type of rental. You may also upload a list via file upload below

File Upload

Which of these attributes best describes your household income?

What best describes your tax planning needs *

I need individualized help and am willing to invest at least 5,000 per year into advisory services

I can learn in courses and group settings, but may have some questions

I need individualized support but cannot afford at least 5,000/year in advisory services

Please tell us more about your challenges with your prior accountant

Please provide your best mailing address if you would like us to send you a small gift

Street Address

City

State

Zip Code

Provide any information that may help us understand your situation

What questions do you have for us?