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

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Tell us how you heard about us? *

Which Podcast? *

Who referred us?

Which network?

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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

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 own rental real estate?

Yes

Real Estate Portfolio

Which 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

Please tell us more about your challenges with your prior accountant

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